Description

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