Job Description

This is a fantastic chance for an experienced administrator to become part of an outstanding organization and to support the business. Our client values diversity in the workplace and welcomes applications from everyone. If you have a disability and need help with the application process, please tell us.

• Answering the telephone
• Logging and scanning documentation
• Meeting and greeting clients
• Processing letters of authority and obtaining full information on clients' plans and ensuring workflow is kept up to date
• Preparation of signup documentation ensuring all necessary forms are pre-populated correctly and tabbed ready for the client to sign.
• Submit and process new business in accordance with company workflow procedures ensuring clients are kept up to date on a regular basis. Minimum of fortnightly.
• General administrative tasks
• Maintain accurate back-office records
• Liaising with providers by telephone/correspondence
• Creating and maintaining good business communication relationships with all staff
• Always working accurately and professionally within stated boundaries.
• Maintain a basic knowledge of regulatory requirements.

Required Knowledge, Skills, and Abilities

This role would suit a candidate who has experience in Financial Services. You should be computer literate and have an excellent level of communication both written and over the telephone.