• New / Existing Business administration – logging receipt of documentation received, noting and checking supplementary documents received / outstanding, processing applications & cheques and forwarding them to the bank, where relevant, for further processing.
• Data entry, data validation, data updating of the company’s CRM system.
• Corresponding with brokers and sales team regarding documentation queries / outstanding documentation by both written form (email and letter) and oral.
• Providing daily updates to management and sales team.
• Working closely with other team members to ensure prompt issue of documentation and that all service level agreements are met.
• Processing investment and invoice documents and related payments.
• Providing valuations upon request and liaising with brokers and product providers for any relevant investment information.
• Monitoring Outlook inbox and replying to queries or forwarding to the appropriate staff member.
• Logging the post received and preparing outgoing post for delivery to postal services.
• Ad-hoc and general office tasks such as photocopying, scanning, emailing, posting, reconciliations, data checking, etc.

Requirements:

• Positive and energetic outlook and willingness to learn.
• Strong Microsoft Office skills (Excel, Word etc).
• Organised approach to administration, ability to multitask and prioritise.
• Professional telephone manner.
• Accuracy, attention to detail.
• Excellent communication skills to interact appropriately with colleagues, supervisors, management, brokers and clients.
• Previous financial services experience an advantage, but not essential.