15/03/2024
Could you be the next addition to our growing team?
Clare Clarkson Wealth Management is looking for a Senior Administrator & Junior Administrator based in Newcastle.
You will provide high-level technical and administrative support to the Practice, exercising independent judgement and discretion in performing tasks.
Key Duties and Responsibilities:
Pre-meeting preparation and post-meeting follow-up, including accurately updating client files on Salesforce CRM;
Process applications accurately and record the required management information;
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner;
Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills;
Running reports and illustrations and collating key data;
Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales;
Producing templated client letters and reports.
A competitive salary for suitable candidates depending on experience.
Please forward your C.V and a few words to [email protected]
