Senior Administrator to Executive Assistant
2 months ago
Job Summary:
This position will involve supporting the IFA's with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms.
Key Responsibilities:
- Update the back office system, to ensure accurate client data and information throughout the process.
- Maintain fully compliant files making sure all documents are held on the client's Document - Management/workflow and diary system in a timely manner to allow instant access to all staff.
- Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service.
- Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
- Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
- To participate in project related work, working as one team to meet company goals and targets.
Requirements:
- Administration and customer service experience is essential.
- Telephone based experience would be beneficial.
- Financial Services experience would be beneficial.
- Financial Services experience is essential preferably obtained in a life and pensions environment.
-
Hailsham, East Sussex, United Kingdom Bede's Senior School Full timeJob Title: PA to Chief Operating Officer and Chief People OfficerBede's Senior School is seeking a highly skilled and proactive individual to join our Bursary and HR Department as Personal Assistant to the Chief Operating Officer (COO) and Chief People Officer (CPO).Job Summary:This is a full-time, permanent position, working Monday to Friday, 40 hours per...
-
Hailsham, East Sussex, United Kingdom Bede's Senior School Full timeJob Title: PA to Chief Operating Officer and Chief People OfficerBede's Senior School is seeking a highly skilled and proactive individual to join our Bursary and HR Department as Personal Assistant to the Chief Operating Officer (COO) and Chief People Officer (CPO).Job Summary:This is a full-time, permanent position, working Monday to Friday, 40 hours per...
-
Hailsham, East Sussex, United Kingdom Bede's Senior School Full timeJob Title: PA to Chief Operating Officer and Chief People OfficerBede's Senior School is seeking a highly skilled and proactive individual to join our Bursary and HR Department as Personal Assistant to the Chief Operating Officer (COO) and Chief People Officer (CPO).Job Summary:This is a full-time, permanent position, working Monday to Friday, 40 hours per...
-
Hailsham, East Sussex, United Kingdom Bede's Senior School Full timeJob Title: PA to Chief Operating Officer and Chief People OfficerBede's Senior School is seeking a highly skilled and proactive individual to join our Bursary and HR Department as Personal Assistant to the Chief Operating Officer (COO) and Chief People Officer (CPO).Job Summary:This is a full-time, permanent position, working Monday to Friday, 40 hours per...
-
Executive Assistant
3 weeks ago
Hailsham, East Sussex, United Kingdom Tate Full timeJob Title: Executive AssistantAre you a highly organized and self-motivated individual looking for a challenging role as an Executive Assistant? We are seeking a skilled and experienced professional to provide administrative support to our Chief Operating Officer and Chief People Officer.Key Responsibilities:Manage the diaries of the COO and CPO, ensuring...
-
Executive Assistant
2 weeks ago
Hailsham, East Sussex, United Kingdom Tate Full timeJob Title: Executive AssistantAre you a highly organized and self-motivated individual looking for a challenging role as an Executive Assistant? We are seeking a skilled and experienced professional to provide administrative support to our Chief Operating Officer and Chief People Officer.Key Responsibilities:Manage the diaries of the COO and CPO, ensuring...
-
Hailsham, East Sussex, United Kingdom Bede's School Trust Full timeJob SummaryBede's School Trust is seeking a highly skilled and experienced administrative support specialist to join our Senior School team as PA to Chief Operating Officer and Chief People Officer.This is an exciting opportunity for a professional individual to provide confidential and high-level administrative support to both the COO and CPO, ensuring the...
-
Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve providing administrative support to our team of Senior IFAs, covering all aspects of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Support the IFA team with administrative tasks, ensuring accurate and timely completion of...
-
Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryThis role involves providing administrative support to Senior IFAs in all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will have experience in administration and customer service, with a strong understanding of financial services and CRM systems.Key...
-
Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve supporting the IFA's with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for:Key Responsibilities:Supporting the IFA's with all areas of administration, including business processing, financial...
-
Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve supporting the IFA's with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for:Key Responsibilities:Supporting the IFA's with all areas of administration, including business processing, financial...
-
Hailsham, East Sussex, United Kingdom Tate Full timeJob Title: Executive Assistant to Chief Operating Officer and Chief People OfficerBased in Hailsham, we are seeking an experienced Executive Assistant to provide high-level administrative support to our Chief Operating Officer and Chief People Officer.This is a fantastic opportunity to work with a prestigious school and be part of a dynamic team. As an...
-
Hailsham, East Sussex, United Kingdom Tate Full timeJob Summary:Tate is seeking an experienced and highly skilled Executive Assistant to provide administrative support to the Chief Operating Officer and Chief People Officer.Key Responsibilities:Manage the diaries for the COO and CPO, ensuring effective scheduling of meetings, appointments, and events.Handle and prioritise all correspondence on behalf of the...
-
Hailsham, East Sussex, United Kingdom Tate Full timeJob Title: Executive Assistant to Chief Operating Officer and Chief People OfficerBased in Hailsham, we are seeking an experienced Executive Assistant to provide high-level administrative support to our Chief Operating Officer and Chief People Officer.This is a fantastic opportunity to work with a prestigious school and be part of a dynamic team. As an...
-
Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve providing administrative support to the IFA's with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for maintaining accurate client data and information throughout the process, ensuring compliance...
-
Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Administrator to Senior IFAThis role will involve providing administrative support to the IFA's with all areas of administration, including business processing, financial administration, and client liaison. The successful candidate will be responsible for maintaining accurate client data and information throughout the process, ensuring compliance...
-
Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Summary: We are seeking a highly skilled Business Administrator to support our Senior IFA team in all areas of administration, including business processing, financial administration, and client liaison.Key Responsibilities:Support the IFA team with business processing, financial administration, and client liaison.Update the back office system to ensure...
-
Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryWe are seeking a highly skilled and experienced Business Administrator to join our team as a Senior IFA. The successful candidate will be responsible for providing administrative support to our IFA's, ensuring the smooth operation of our business processes, and maintaining fully compliant files.Key ResponsibilitiesSupport IFA's with all areas of...
-
Hailsham, East Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryWe are seeking a highly skilled and experienced Business Administrator to join our team as a Senior IFA. The successful candidate will be responsible for providing administrative support to our IFA's, ensuring the smooth operation of our business processes, and maintaining fully compliant files.Key ResponsibilitiesSupport IFA's with all areas of...
-
Hailsham, East Sussex, United Kingdom Tate Full timeJob Title: Executive Assistant to Chief Operating Officer and Chief People OfficerJob Summary: We are seeking a highly skilled and experienced Executive Assistant to provide administrative support to our Chief Operating Officer and Chief People Officer. The successful candidate will be responsible for managing the diaries, handling correspondence, and...