Regional Office Administrator
5 days ago
Our CV Library team is seeking a skilled Regional Office Administrator to oversee daily operations in our Sheffield office.
About the Role:- Ensure efficient preparation and dispatch of client correspondence, encompassing letters and emails.
- Accurately scan and attach relevant documents to client records, guaranteeing up-to-date information.
- Coordinate the processing of letters of authority and communicate with providers to facilitate smooth resolution.
- Maintain and refine administration systems to streamline client interactions.
- Establish and nurture positive relationships with clients, facilitating direct communication and arranging meetings for advisers as required.
- Prepare comprehensive client files for adviser meetings, addressing both new and existing clients.
- Oversight of new business initiatives, including processing and monitoring, with regular progress updates to stakeholders.
- Pipeline management, tracking progress, and reporting back to relevant parties.
- Effective case resolution through collaboration with clients and third-party vendors.
- Issuance of policy documents and general support via IO software.
- Collaboration with colleagues to address queries and enhance overall team performance.
- Competitive annual salary: £30,000 - £42,000
- Generous holiday allowance (25 days + bank holidays)
- Annual salary review and staff awards 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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