
Part-time Administrative Assistant
5 days ago
About the Role:
- This part-time role involves providing administrative support to our Pensions Consultants.
- You will be responsible for updating and managing client records with accuracy, as well as processing new pension applications and liaising with life companies.
- Effective communication is key in this role, as you will be interacting with clients via phone and email to keep them informed about their applications.
- Your tasks may also include preparing meeting documentation and assisting in transaction processes.
Key Responsibilities:
- Administrative Support: Provide assistance to our Pensions Consultants to ensure seamless day-to-day operations.
- Client Record Management: Update and manage client records accurately, ensuring all information is up-to-date and accessible.
- Pension Applications: Process new pension applications and communicate with life companies to facilitate the process.
- Communication: Communicate with clients via phone and email to keep them informed about their applications.
- Meeting Documentation: Prepare meeting documentation and assist in transaction processes.
Ideal Candidate:
- Administration Experience: Proven experience in administration, preferably in the life and pensions sector.
- Organisational Skills: Strong organisational and multitasking skills to manage multiple tasks simultaneously.
- Communication Skills: Excellent written and verbal communication skills to effectively interact with clients and colleagues.
- QFA Qualification: Hold a QFA qualification or be willing to obtain one.
Working Conditions:
This part-time role requires 20 hours of work per week, working from our office location.
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