As the Financial Services Administrator you will be a friendly and professional point of contact for clients and enquiries (by phone, email and in person).
Independent financial advisory practice providing bespoke financial planning solutions throughout Sussex have an opening for Financial Services Administrator to join their financial planning team based in Eastbourne.
You will organise existing and prospective client meetings and prepare client documentation required.
Liaising with clients and entering payroll data from start to finish accurately.
General
Based in our small and friendly payroll team in Uckfield, East Sussex, you will have current payroll experience and be confident in managing a diverse client portfolio (consisting of weekly, fortnightly and monthly payrolls), dealing with all client queries in relation to the same.
You will have working knowledge of computerised payroll software (we use PayCircle and will provide comprehensive training).
A local non-profit focussed on improving the lives and wellbeing of residents, it is well-established, and the organisation has a strong focus on making it a place where people want to work, inclusivity and diversity.
Carry out reminder calls to customers for appointments
To co-ordinate and oversee the day to day operation of the Assessment Centre, managing sessions to optimise productivity and customer service, meeting and greeting all customers and visitors and working with clinical colleagues to ensure smooth running of assessments across all relevant channels.
Great opportunity for a versatile Administrator to join successful and growing business.
The successful applicant will ideally be experienced in multitasking, data management, and who possess strong communication skills to ensure collaboration with both internal and external stakeholders.
This is an exciting opportunity ideal for someone who is proficient in production and shipping operations whom also understands the importance of emphasising efficiencies, attention to detail, and focusing on coordination will be key attributes for this role.
As a Private Client Administrator, you will control and manage cases at a level of complexity and will include drafting and registering lasting Powers of Attorney and advising clients with integrity and reporting any concerns to the Senior Partner.
The ideal candidate will have demonstrable experience in a similar role, experience of probate work, be computer literate and possess excellent customer service skills.
Our client, an established and respected local firm of Hastings Solicitors are looking for a new member of staff with Legal experience or qualification to join them in their Private Client operation.