Providing general administration support to the director, advisers, and other members of the practice. This will involve, but not limited to, the following: • Contacting clients to arrange appointments for the advisers (annual reviews, business sign up meetings and any ad hoc meetings required). Updating adviser’s outlook calendar and creating relevant meeting tasks in the CRM system. • Acting as the first point of contact by taking all calls coming into the office, passing the call on to the appropriate person where possible and/or resolving queries/problems in a timely manner • Generating Protection quotes both on a individual and group basis • Complete post meeting letters for the basic Annual Review meetings. • Preparing/tidying rooms for meetings with clients, greeting the client and preparing refreshments. • Preparing client files for reviews • Sending letters or emailing clients to confirm appointments, sending meeting preparation documents etc. • Liaising with adviser and clients to ensure excellent service is delivered • Ensuring all client documentation is correctly recorded • Ensuring all systems are updated with progress and a clear audit trail is available • Sending Letter of Authority, chasing third party providers for updates and saving information to relevant client files. • Ordering stationery and monitoring stock levels of all corporate literature and general office stationery. You will be able to demonstrate the following skillsets: • Ability to do diary management • Great organising and planning skills • Strong written and verbal communication skills • Ability to work on your own and use your initiative and to also work well as part of a team • Ability to manage own workload and provide timely responses • Good communication skills on the telephone • Good telephone manner with the ability to build rapport and provide excellent customer service • Good written skills to help with a basic form of letter writing
Customer Service Brand Ambassador in Leeds wanted. We are looking for sales driven people who are motivated to grow a business and are wanting to progress in a sales and marketing business now! training will be provided to work with our exciting clients and their campaigns so no experience is need! Job tasks: Speaking to new and existing customers Being involved in motivated teams Progress at your pace through the business! Benefits: Performance based earnings Development of skills such a communication and sales Advancements based on individual effort and team effort Self controlled progression with no time frames & business development opportunities fully paid travel nationally and internationally coaching and networking If this sounds like you then come join our exciting team today! Job Types: Full-time, Part-time Part-time hours: 29 per week Salary: £350.00-£600 per week (average earnings) Additional pay: Commission pay Benefits: Smart dress Company events Flexible schedule Schedule: Monday to Friday Weekend availability
We are looking for 12 people above the age of 18 to work from home and join our already growing team. You must have valid UK ID. No experience necessary, you will be joining a small team in helping the business grow. You will require 2 apps for which we will provide registration information. No experience necessary.