Administrator (Part-time)

3 days ago


Altrincham, United Kingdom Capstone Financial Full time

Overview:
Capstone Financial specialise in providing high-quality advice on many aspects of wealth management. We help our clients achieve their financial goals and ambitions..

We are currently looking for a part-time administrator to join our busy operations team based in Altrincham, Cheshire.

Working 5 hours per day Monday to Friday (25 hours per week), ideally the hours of work are to be 9.30am - 2.30pm, however, we are open to discussion with regards to start and finish times.

This role supports the new business function by means of:
1. Sending letters of authority to clients for signature and once signed, sending to providers; along with a request for information

2. Making calls to providers to confirm receipt of LOA and RFI and determining timescales for obtaining information

3. Creating tasks and adding case notes to our back office system/client record

4. Setting up new clients in our back office system (adhoc - as and when required)

5. Deliver exceptional customer service both in person and over the phone

6. Maintain organised electronic filing systems

7. Assisting other teams with administrative tasks and telephone calls where required

**Skills**:

- Excellent telephone manner
- Strong organisational skills and able to manage multiple tasks efficiently
- Excellent written and verbal communication skills
- Ability to prioritise tasks effectively with good time management skills

About you:
As the majority of your time will be spent making telephone calls to providers, you must have experience of outbound calls.

You must have excellent communication skills including questioning techniques which will help you to obtain the required information

You must be driven and focused as this role is crucial to ensuring that cases are processed without delay.

**Job Types**: Part-time, Permanent

Pay: £12.80 per hour

Expected hours: 25 per week

**Benefits**:

- Company pension
- Life insurance
- Store discount

Schedule:

- Monday to Friday

Application question(s):

- Do you have experience of making outbound calls to obtain specific information?

Work Location: In person



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