This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.
Location: Wrexham
Hours: Part Time. 9am until 5pm 4 Days per Week.
Salary; £22,000-£23,000 Full Time Equivalent
Contract type: Permanent
Benefits;
*30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
*NHS Top up Medical Cash Plan (increasing with length of service)
*Gym membership
*Free onsite parking
*Bike to work scheme
*Exam support and funding
*Inhouse development path for those that want to develop throughout the various roles
*Team socials
Role purpose: An exciting new opportunity has arisen within a reputable financial services practice. The role will be a split role, with two days spent in the Client Servicing team providing admin support and two days in the Front of House ( Reception ) role.
Key Duties and Responsibilities:
CSA Duties
*Prep of meeting packs (new and review)
*Change in contributions
*Diary Management
*Appointment booking
*Change of bank details
*Change of address
*Review and overdue meeting management
*Adding leads and prospects
*Withdrawals - security checks and confirm request
*Online access registering
*Basic letters of instruction - (eg UT & ISA)
*ID & V & AML check for review
*Logging documentation
*Client meeting reminders
*Prep of welcome packs/sending
*Certifying docs
*LOA’s
*Chasing withdrawals
*Policy services request for information
*Calling providers for information
*Land registry search on request
*Scanning and processing incoming post
*Answering of incoming office calls
Front of House Duties
*Greeting and welcoming clients into the office
*Prepare client beverages/refreshments on request
*Prepare meeting rooms for client meetings
*Ensure reception area is tidy & presentable
*Receive, sort and distribute mail/deliveries
*Printing and posting of client letters
*Sending Birthday cards out to our clients-manually writing them out and posting
*Answering of incoming general office calls
*Maintenance of office supply of literature and office stationery-stock take
*Maintenance of office general supplies- stock take
*General office housekeeping
*Assisting with the posting of client annual diaries, calendars and mail-merges
*Admin of specific office/team projects on request
Person Specification:
*Genuine interest in Financial Services
*Confident phone manner and dealing with clients
*Keen to develop and learn
*High level of attention to detail
*Highly organised and works with a proactive attitude
*Excellent written and verbal communication skills
*Excellent IT Skills
*Approaches work positively with a can-do attitude and take responsibility for own tasks
*Manages time effectively and can work within set timescales
*Works well as an individual and as part of a large team
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.