WILLOW TREE SERVICES  Salary

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UNIT 3 FLANSHAM BUSINESS CENTRE HOE LANE FLANSHAM BOGNOR REGIS PO22 8NJ UNITED KINGDOM
TIN: 12152183
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WILLOW TREE SERVICES
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WILLOW TREE SERVICES is looking for employees for positions:

personal assistant

  • personal assistant

Working hours

  • part-time | Permanent

Language

  • english

Responsibility

  • handling incoming telephone calls and handling queries
  • dealing effectively both face to face and remotely with all clients and persons/organisations with whom we do business
  • maintaining client database, updating client records and ensuring client files are complete and compliant
  • use various Social Media platforms to post our content and engage with our followers
  • organising tasks and tracking progress via trello project management online tool
  • putting together financial information, sending invoices and chasing payments where appropriate / as requested
  • manging "leads" and prospects submitted via website with the goal of booking an appointment in an advisers diary
  • look at creative ways to support the business and the director

Requirements

  • have proven work experience as a personal assistant and in customer service. Financial Services experience is desired, but not necessary
  • have MS Office proficiency, and be "tech savvy"
  • have outstanding organisational and time management skills
  • be able to multitask and prioritise daily workload
  • have excellent verbal and written communications skills
  • have a positive & upbeat mental attitude
  • be self-motivated and driven
  • be highly organised and efficient, with good inter-personal skills