Purpose of role
· To provide administrative support, preparing review packs ahead of meetings in a
timely manner, to the Private Client Financial Planners and Directors, to ensure that they have timely and accurate information
· To provide additional support to the whole department as and when required.
· Support and develop new team members to enable them to be as efficient and effective as possible.
Key Responsibilities
· Maintain client records in keeping with current processes so that they are kept up to date with all related correspondence uploaded and indexed to appropriate systems
· Ensure all documents are saved and named correctly. AF tasks are used for all client work and a concise audit trail must be maintained.
· Support, train and develop new team members to operate in an efficient manner and highlight if you find any record not adequately updated.
· Obtain information, answer questions, liaising with third parties as appropriate to ensure efficient client service.
· Keep Financial Planners and clients up to date with progress and flag any concerns or complaints to your manager
· Adopt new technology and ways of working but feeding back where a process could be developed or improved
· Processing work in a timely manner and clearly prioritising work between Tasks, Email, Post, Reviews, phone calls
· Maintain and update my talent development record, via the Beckett Academy App, ensuring my objectives are up to date and impact of any training is recorded
· Cover reception when the receptionist is on holiday, sick, at lunch or during breaks carrying out the varied reception duties required.
Job Types: Full-time, Permanent
Pay: £24,000.00-£27,000.00 per year
Benefits:
* Additional leave
* Company events
* Company pension
* Cycle to work scheme
* Enhanced maternity leave
* Enhanced paternity leave
* Free parking
* Health & wellbeing programme
* On-site parking
Work Location: In person