Part Time Administrator
6 days ago
NMS Recruit Limited is seeking a highly skilled and experienced Part Time Administrator to join our team in the Wealth Management sector.
Main Responsibilities:- Initial Client Contact: The successful candidate will be responsible for handling all initial client contact, including telephone and face-to-face advice meetings.
- Administrative Support: The Part Time Administrator will provide administrative support to the Practice Manager with tasks related to operational improvements.
- Back Office Support: The candidate will assist the Back Office team with servicing and data processing administration.
- Associate Support: The Part Time Administrator will support Associates with the facilitation of handing over cases to the Back Office Team.
- Answering Incoming Calls: The successful candidate will answer all incoming calls into the office and transfer or escalate to the Associate or Practice Manager if necessary.
- Client Welcome and Introduction: The Part Time Administrator will welcome clients into the office and manage initial meeting introductions.
- Post and Delivery Management: The candidate will collect and delegate post and sign for deliveries.
- Document Management: The Part Time Administrator will manage all photocopying, scanning, and shredding for day-to-day work and client files.
- Printing and Distribution: The candidate will print client-facing documents, reports, and sales aids to support the sales process or distribute to clients.
- Meeting Pack Creation: The Part Time Administrator will create 1st meeting packs.
- Client File Management: The candidate will create new client files.
- Strong Administration Background: The successful candidate will have a strong administration background, ideally in financial services.
- Computer Literacy: The Part Time Administrator will be highly computer literate.
- Excellent Communication Skills: The candidate will have outstanding communication skills.
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Part Time Administrator
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Chester, Cheshire, United Kingdom NMS Recruit Limited Full timeJob DescriptionNMS Recruit Limited is seeking a highly skilled and experienced Part Time Administrator to join our team in the Wealth Management sector.Main Responsibilities:Initial Client Contact: The successful candidate will be responsible for handling all initial client contact, including telephone and face-to-face advice meetings.Administrative Support:...
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Part Time Administrator
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Chester, Cheshire, United Kingdom NMS Recruit Limited Full timeJob DescriptionNMS Recruit Limited is seeking a highly skilled and experienced Part Time Administrator to join our team in the Wealth Management sector.Main Responsibilities:Initial Client Contact: The successful candidate will be responsible for handling all initial client contact, including telephone and face-to-face advice meetings.Administrative Support:...
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