This is a senior role and the successful applicant will provide excellent administration services to sales team dealing with a portfolio of well-established clients, taking responsibility for all aspects of administration and compliance, participating in any projects and contributing to the general development of the business, including best practice initiatives, development of the administration systems and support/training of junior colleagues.
Key accountabilities
Completing all tasks assigned to you in the time frame given and to the highest standard, attention to detail is paramount to ensure there are no errors. Administrative tasks such as updating client portfolio valuations, processing new business, keeping detailed records on CRM, and providing general and administrative assistance to the Sales Executive on all aspect of a client’s portfolio.
When necessary deal with Client directly at the request of the Sales Executive.
Undertaking other tasks required by the firm, including project work, as may reasonably be requested by the firm considering your experience, training and expertise.
Knowledge/Experience/Skills
Excellent interpersonal skills coupled with an ability to communicate across all levels and departments
Flexibility of approach, ability to work on own initiative
A minimum of 4-5 years pension administration experience with 2 at senior level
Proven track record of providing excellent customer service
Professional telephone manner and strong organisational skills
Excellent attention to detail
Proven team player with a flexible attitude towards work and willingness to progress in role
Strong communication and presentation skills, written and verbal
Ability to prioritise workloads and work to tight deadlines
A high level of problem solving capability
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