knowledge of office management systems and procedures
strong organizational and time management skills
familiarity with the latest office tools and applications
ability to multitask and prioritize daily tasks
outstanding verbal and written communication skills
tech-Savvy: Proficient with various systems and technologies
Responsibility
relationship Management: Foster positive relationships with the director, clients, advisers, and team members
office Communication: Handle incoming calls and office inquiries efficiently
lead Management: Manage leads and prospects received through the website, aiming to schedule appointments in advisers' diaries
client File Organization: Compile and organize client information for review by an external compliance auditor
adviser Support: Provide daily assistance to self-employed advisers, including resolving commission queries, addressing system challenges, and facilitating lender onboarding
financial Support: Prepare financial documents, send invoices, and assist in payment follow-ups as needed
business Insight: Develop a deep understanding of our business to set priorities and manage team expectations effectively
data Accuracy: Ensure the CRM database remains up-to-date and accurate by verifying and updating information regularly
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