Job Summary
We are seeking a highly organised and proactive Broker Admin Assistant to support our brokerage team. This role involves providing comprehensive administrative assistance to ensure smooth operations within the brokerage environment. The successful candidate will utilise their excellent communication skills and technical proficiency to manage various administrative tasks, maintain client records, and facilitate effective sales administration. This paid position offers an excellent opportunity for individuals looking to develop their career within the financial or insurance sectors.
Duties
- Manage and update client information using CRM software, ensuring accuracy and confidentiality.
- Assist with sales administration tasks, including processing documentation and preparing reports using Microsoft Excel, Word, PowerPoint, and Outlook.
- Support the team in preparing presentations and correspondence for clients and internal stakeholders.
- Organise schedules, appointments, and meetings efficiently, demonstrating strong organisational skills.
- Respond promptly to client enquiries via email or phone, delivering exceptional customer service.
- Maintain filing systems both digitally and physically to ensure easy retrieval of information.
- Coordinate with other departments to facilitate smooth workflow processes.
- Utilise Sage accounting software for invoicing and financial record keeping as required.
- Perform general administrative duties such as data entry, photocopying, and document management.
Skills
- Proficiency in Microsoft Office suite including Word, Excel, PowerPoint, Outlook, and other relevant programmes.
- Experience with CRM software and Sage is highly desirable.
- Strong sales administration experience combined with excellent organisational skills.
- Exceptional communication skills in English, both written and verbal.
- Demonstrated IT literacy with the ability to adapt quickly to new software tools.
- Proven ability to manage time effectively and prioritise tasks efficiently.
- Customer service orientation with a professional approach to client interactions.
- Good organisational skills with attention to detail and accuracy in all work undertaken.
- Ability to work independently whilst supporting team objectives effectively.
This role is ideal for motivated individuals seeking a challenging yet rewarding administrative position within a dynamic brokerage environment. The successful applicant will be integral to maintaining operational excellence through efficient administration and excellent customer service delivery.
Pay: £22,000.00-£27,000.00 per year
Benefits:
- Additional leave
- Casual dress
- Company events
- Company pension
- Discounted or free food
- Financial planning services
- Free parking
- On-site parking
- Private medical insurance
- Store discount
Work Location: In person
