Job Description

The successful candidate must have a confident approach and will always act as front of office, learning all the ins and outs as a valued member of the team. The successful candidate must have an excellent eye for detail and have previous experience of working in an Administration and Customer Service role.

Duties will include:

• All aspects of admin
• Liaising with providers
• Dealing with Clients (over the phone mainly)
• Creating review packs
• Managing client management logs
• Preparing packs for Client meetings
• Producing reports

Other information:

• 25 days holiday plus Bank Holidays
• Pension scheme

Required Knowledge, Skills, and Abilities

Experience of working in a professional setting would be ideal, however is not essential. Excellent customer service skills is required as a big part of the role will be spent on the phone with clients. Commitment, loyalty, honesty, and flexibility. Hard worker, conscientiousness. Accuracy – the regulated environment we operate in demands it. Proactive/initiative – looking to improve the business & client experience continually. Organizational skills. Good telephone manner. Able to work alone and as part of a team.