Administrative Support Specialist
4 days ago
We are searching for a dedicated Administrative Support Specialist to support our Sheffield office's daily activities.
About the Role:- Assist in preparing client correspondence, including letters and emails, to ensure timely delivery.
- Accurately scan and attach relevant documents to client records, maintaining up-to-date information.
- Process letters of authority and coordinate with providers to expedite resolution.
- Maintain and improve administration systems to enhance client interactions.
- Nurture relationships with clients through direct communication and arrange meetings for advisers when necessary.
- Prepare comprehensive client files for adviser meetings, catering to both new and existing clients.
- Oversee the processing and monitoring of new business initiatives, providing regular progress updates to clients and advisers.
- Manage pipeline activity, tracking progress and reporting back to stakeholders.
- Collaborate with clients and third-party vendors to resolve cases efficiently.
- Issue policy documents and provide general support using IO software.
- Work closely with colleagues to address queries and optimize overall team performance.
- Annual salary: £32,000 - £44,000
- Generous holiday allowance (25 days + bank holidays)
- Annual salary review and staff recognition program
- Study support for professional certifications and in-house training
- Potential career advancement to Trainee Paraplanner, Paraplanner, or Adviser roles
- Holiday purchase scheme and life assurance plan
- Corporate eyecare coverage
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