Private Client Administrator


Private Client Administrator

Leighton Buzzard

Full Time Permanent

£15,000 per annum

 

This is a great opportunity for someone looking for a career in Administration. Working for a large head office this role offers excellent training, mentoring and development. The department is friendly and offers a nice team environment. The role involves no sales.

 

MAIN PURPOSE OF THE ROLE

 

To ensure that customers receive the relevant Terms & Conditions paperwork and survey / valuation report on behalf of the Surveyor within a timely manner in accordance with department / client service levels in order to maintain good customer service.  Provide general administration support to the department and Surveyors.   

 

KEY ACTIVITIES

 

               Prepare Terms & Conditions and collate all associated documents to be sent to customers by post / email and ensure these are sent within the specified timeframe

               Input new instructions onto the system when required

                Correctly log where T&C are sent / received and reports sent on the system

               Contact customers within the specified timeframes to ensure safe receipt of T&C and follow up where signed T&C have not been received.

               Archive all signed T&C received and manually entered instructions

               Prepare survey reports to be sent to customers by email / post and ensure these are sent within service levels.

               Contact Surveyors to check progress on completion of survey reports and follow up to ensure these are completed within Service Level Agreements.  Escalate cases when necessary.

               Regularly check and maintain the team group mailbox and refer queries to the other teams in the department as appropriate.

               Ensure all incoming post for the department is distributed accordingly and collate / frank outgoing mail ready for the postal collection.

               Ensure the system is updated immediately with all communication and relevant parties kept informed.

               Regularly check and maintain the printers and fax machines for the department

               Maintain an awareness of and ensure familiarity with and adherence to Department / Company policies at all times including Treating Customers Fairly and have a keen awareness of Data Protection, information security, and Money Laundering / Suspicious Activity Reporting.

               Provide support to the Deputy Team Leader / Team Leader and other members of the team and department

               Answer team telephone calls and queries on private client cases not yet complete

               Perform other duties as assigned

 

QUALIFICATIONS

 

               Good standard of education to include GCSE English and Maths Grade C or above although degree level is preferred

 

EXPERIENCE

 

               Experience of working in an admin role

                Have experience of working with MS Office applications, in particular Word and Outlook and company database software (training given for the latter).

               Have some knowledge of home purchasing products and services although training will be given.

 

SKILLS

 

               Have a positive 'can do' attitude

               Be highly motivated and able to work well as an individual and as part of a team

               Have excellent communication skills, both verbal and written

                Have proven customer service experience

               Be highly organised and able to work to deadlines in a calm and professional manner

               Be accurate and have a good attention to detail

                Demonstrate good time keeping and attendance

                Be flexible and able to adapt in order to meet the changing needs of our clients, the department and the company.



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