Financial Services Administrator / PA Job in Uckfield, East Sussex. Apply for the latest Uckfield, East Sussex jobs in Accounting/Financial/Insurance.
Financial Services Administrator / PA Job in Uckfield, East Sussex
Job Description
Working for a successful expanding business as part of a team, this is a full-time, permanent role working Monday to Friday 0900 to 1700.
Duties:
* Answering calls and emails
* First point of contact for client's general queries and passing on to relevant team member
* Gain a broad understanding of product and procedures, paperwork and systems that need to be followed
* Keeping records of client’s details, updating, scanning on to inhouse records, support in completing written documents and relevant paperwork
* Learn our new network CRM system – a training induction course (online) will be given with continual support.
* Keying in details to an accurate and detailed level, with an eye for detail
* Help to prepare compliant reports
* Diary management of advisers, coordinating appointments/bookings, making zoom appointments between them and clients
* Prepare client reviews for advisors, keeping records of when these are due.
* Prepare for review meetings and updating presentations for the advisers
* Ensure fact finds, client questionnaires, paperwork and meeting notes are fully present and correct
* Assist with completion of application and proposal forms
Experience:
* You will have a minimum of 2 years administrative experience in a professional office environment
* Good IT skills and have a good working knowledge of MS Office
* Excellent communication skills both verbally and written
* A good level of numeracy and literacy along with strong attention to detail
On-site car parking is available
Job Type: Permanent, Full Time
Location: Uckfield, East Sussex
Category: Accounting/Financial/Insurance
City: Uckfield
County: East Sussex
Country: United Kingdom
Salary: £23000 – £25000/annum
Benefits:
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