Office Administrator

2022-06-13 12:43:212022-07-10Zachary Daniels
Job TypePermanent
AreaScotland, UKScotlandUKGlasgow
SectorSenior Appointments
Start DateASAP
AdvertiserZachary Daniels
Job RefBBBH24723_1655124201

Zachary Daniels are working on an excellent opportunity for an Office Administrator to join a prestigious IFA on the outskirts of Glasgow.

This company is a fantastic independent company who have carved out a fantastic reputation with the IFA Market, they have full back office and compliance support, as well as support with generating business. They provide whole of market advice and work with all cases and clients of all backgrounds.

This is the chance to join a company who have a professional ethos and standing but at the same time firmly believe in building strong and lasting relationships with clients to ensure the longevity of those relationships.

Main Duties & Responsibilities:

  • Working with the operational teams to follow up on key tasks and activities in the businesses
  • Updating the CRM where appropriate
  • Follow-up calls to clients and prospects
  • General office duties, admin and filing
  • Mail (incoming / outgoing)
  • Any other duties to suit the exigencies of the service

The successful candidate will possess:

  • Excellent communication/interpersonal skills
  • Ability to prioritise own work
  • Ability to work to tight deadlines
  • Excellent Word and Excel skills
  • High levels of accuracy required
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