The Hampshire Hill team and are looking for an office based Experienced Operations Assistant to join us, on a full time or job share basis (Monday to Wednesday for a job share) also cover illness and holidays etc. We're a small but well functioning team and pride ourselves on offering a high standard of service with regards to independent financial and mortgage advice. We have the structure in place to provide excellent administration support to enable our advisers to focus on their areas of expertise. Our way of working is different from many firms of financial advisers and one we know our clients really appreciate. Our Company has British Standard 8577 and ISO 22222 for Investment Advice
The successful candidate will have:
- GCSE or equivalent level of education, including English and Maths
- Proven administration experience maintaining office systems including, electronic filing/record keeping in financial services
- Use of variety of software packages, including, Intelligent Office, Dynamic Planner word processing, spreadsheets, email and other Back Office Systems including Quilter Platform, Royal London, Fidelity etc.
- Internal/external customer contact by phone and face to face
- Knowledge of financial services including insurance and investment products or handling other confidential records is essential
Role Responsibilities
- To maintain comprehensive, accurate and up to date client records using the Company’s computerised and manual record keeping system.
- To gather and check information in order to process new business applications, enter data onto the back-office system and submit paperwork to the relevant product providers.
- To prepare and send out documentation associated with authorities to enquire and following up applications with the external companies in a timely manner.
- Preparing and maintaining stock levels of client packs and adviser documentation.
- To provide a general administrative support service as required, including but not limited to; screening incoming telephone calls, greeting visitors and arranging refreshments, processing incoming and outgoing post, photocopying and scanning documentation, updating contact lists, creating and modifying various documents using Microsoft Office, organising and scheduling appointments, providing support to Company managed events.
- To ensure that all aspects of the role are carried out in accordance with the Company’s aim to provide excellent levels of customer service, both internally and externally to the organisation.
- To ensure that the Company’s Equal Opportunities Policy is fully implemented at all times.
- To respect confidentiality and ensure that Data Protection requirements are met at all times.
Skills/Abilities
- Positive approach to excellent customer service
- High level of organisation skills (both self and others)
- Well organised in terms of administration, record keeping and general clerical duties
- IT literate, including use of Word, Excel, Access, Outlook
- Adaptable, flexible team-worker, willing to support colleagues and take on varied tasks
- Good communication skills; able to liaise with internal and external contacts
- Able to meet deadlines without close supervision, while at the same time recognising when matters need to be referred to senior managers
- Able to use own initiative to prioritise workload, forward plan for peaks and troughs in workload and identify improvements in processes and tasks
- Personal Qualities
- Positive attitude to achieving the highest levels of customer care
- Positive attitude to constantly seek ways of improving processes and tasks
- Confidence to seek out information from a variety of sources
- Commitment to developing own skills and abilities
- Maintain confidentiality at all times
Job Types: Full-time, Part-time, Permanent
Pay: £25,500.00-£29,000.00 per year
Benefits:
Work Location: In person
