Part Time Administrator

6 days ago


Chester, Cheshire, United Kingdom NMS Recruit Limited Full time
Job Description

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.
Duties:
  • 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.
Requirements:
  • 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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