Administrator

An opportunity for an Administrator has arisen in our Sales Support team. In this position you’ll provide administrative support across teams in the Advice and Operations department, plus the Salesforce. Your four key responsibilities will be:

Customer Proposition
Ensure that the customer proposition is maintained at all times by correctly updating client personal details using relevant Customer Relationship & Point of Sale technology.

Assist the Sales Systems Technician in maintaining salesforce hierarchy across multiple systems

Cost Control
Arrange travel for members of Salesforce and raise payment requisitions in line with processes and budgetary requirements
Manage the process for providing field staff with specified equipment within budgetary requirements and Health & Safety guidelines

Communication
Appropriately deal with queries from both Salesforce and Head Office departments
Facilitate communication across the business, via upload of relevant documents to the Department’s Intranet Page
Collate and distribute communications to Salesforce using agreed format

Risk & Governance
Record/progress non-compulsory jurisdiction complaints in line with Regulatory requirements
Ensure that Subject Access Requests from clients receive a response in line with regulatory requirements
Maintain and update relevant spreadsheets in accordance with agreed standards & timetables
Download and store Salesforce MI reports using appropriate systems
Maintain detailed procedures in respect of all tasks undertaken.
Demonstrate a thorough knowledge of business controls, procedures and systems
Ensure timely and accurate completion of all key tasks in accordance with Service Level Agreements

This is a customer focused role where you’ll be speaking to our financial consultants regularly, and dealing with queries from other areas of the business. You’ll therefore need excellent communication and relationship building skills.

This position is a fantastic opportunity to broaden your skills and experience as you’ll take ownership of ensuring the end to end processing cycle is completed in a timely manner and to the highest quality.

Interested? We’d love to hear from you.