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Administrative Assistant for Operations Team

2 months ago


Leeds, Leeds, United Kingdom Progeny Full time
Join Our Growing Team as a Temporary Operations Support Specialist

As we embark on an exciting growth journey, we are seeking a motivated Temporary Operations Support Specialist to become a vital part of our dynamic team. This position presents a wonderful opportunity to assist our Operations department with various administrative responsibilities in a fast-paced setting.

Key Responsibilities:
  • Assist the Operations team with administrative functions, primarily focusing on managing a high volume of incoming mail, scanning documents, and preparing client correspondence.
  • Update our systems with correspondence information, ensuring that Client Executives are informed about incoming mail and the status of client cases.
  • Support Client Executives by contacting providers for updates on ongoing client matters.
  • Provide coverage and assistance to the Front of House team, including reception duties and client meetings as needed.
Skills, Knowledge, and Expertise:
  • Proven experience working collaboratively within a team and a commitment to supporting colleagues.
  • Exceptional client service standards.
  • Detail-oriented, solution-focused, and capable of managing time efficiently.
  • Strong verbal and written communication skills.
  • Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint.
  • Willingness to learn and a proactive approach to going above and beyond.
We are dedicated to creating, enhancing, and preserving wealth, being the first firm in the UK to integrate independent financial planning, asset management, tax, HR, and legal services.

At Progeny, we leverage technology to streamline processes, enhance communication, and strengthen the client-adviser relationship. We believe in the power of positive change and actively support local charities through the Progeny Foundation. Our commitment to excellence has earned us recognition, including the Yorkshire Financial Awards 2024 Best Employer award for three consecutive years.