Purpose of this role

To provide Administrative support to the Business & Client Support Executive Team.

Key responsibilities

Working alongside the Client Support Executive Team to meet the client’s needs this includes:

  • Letters of authority
  • Withdrawals
  • Valuations
  • Client Acknowledgements
  • Client Queries
  • Business Packaging and Processing
  • Supporting the team in writing basic reports
  • Maintaining Data on iO for all clients and reviewing consultant’s client records to ensure these are kept accurate and up to date, to include contact details and review dates
  • Working with the Client Support Executive Team to ensure that they are providing support where needed
  • Processing relevant documentation
  • Input and maintain information to ensure internal systems and files are kept up to date and in the relevant place
  • To liaise directly with clients via telephone, email, and written correspondence
  • To liaise directly with solicitors and professional deputies via telephone, email, and written correspondence
  • Managing the departments incoming and outgoing mail
  • Scanning/photocopying/filing of client related documents
  • Recording and processing clients’ cheques
  • Preparing and sending out invoices
  • Manage smaller pieces of work to completion, either standalone or as part of larger projects to support achievement of business objectives

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