Admin Assistant

Reporting to the Directors Administrator and duties will include:

• Processing application forms and AML checks.
• Adding information onto CRM system
• Dealing with sending welcome packs and distribution notices to the clients.
• Answering calls and queries from clients, brokers and agents
• Maintaining pcloud and ensuring all documentation is filed accurately.
• Adhoc administrative duties for the team
• Processing of purchase invoices on Xero.
• Requirements for the role:
• Previous administration experience
• Excellent attention to details
• Experience using a CRM system. Salesforce would be preferable.
• Confident self-starter and able to use initiative
• Excellent excel skills
• Experience in a financial services environment or property developer would be beneficial
• Having worked directly with a sales team would be advantageous