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Ipswich Outskirts (A12 Corridor)
6month Contract (Potentially ongoing) JANUARY START
28,000- 30,000pa
Monday-Friday 8:30am-4:30pm
Pure are delighted to be recruiting a personal assistant administrator for an established finanical services business. The ideal candidate would have previous experience in a similar environment.
Please get in touch if you would like to discuss this further and find out more about the organisation.
Key Responsibilities:
- Ensuring smooth running of the office example: stationary checks, managing incoming and outgoing post etc
- Pre-Submission Process
- Main point of contact for clients, both face to face and virtually on behalf of manager
- Diary Management
- Arranging Review Meetings with Prospect & Current Clients
- Producing Annual Client Reportsfor Meetings
- Running Adviser's back-office system
- Sending Letters of Authorities for Clients to the relevant providers and collating required information on plans and policies
Key Skills
- Ability to work under pressure
- Adaptive learner
- Meticulous attention to detail
- Problem solver
- Excellent Time Management
- Very comfortable with numbers
- Excellent telephone manner
- Self-motivated and able to work comfortably solely
