Job Description

To provide a superior support service to colleagues, financial advisers, and customers, delivering an industry leading level of service

• Responsible for opening, sorting, and allocating incoming post 
• Responsible for outgoing post including franking and delivery to collection site
• Filing, printing, and scanning as required 
• Supporting colleagues who are working from home with tasks that are office based i.e. completion of documentation, printing, and scanning
• Processing customer and adviser instructions in a timely and comprehensive manner whilst adhering to company standards and timescales 
• An active advocate of the customer who seeks to better understand how we serve their needs, leading by your own action and behaviors 
• Effective management of workload and working to strict deadlines
• Adherence to all regulatory/legislative requirements and quality standards 
• Taking ownership of your own development, and embrace all opportunities to learn and grow**
• Support key business projects

Required Knowledge, Skills, and Abilities

• We use a range of IT systems to support our clients, a working knowledge of Microsoft Office, Word, and Excel is required
• We aspire to provide industry leading levels of customer service. To help us achieve this you will need high levels of commitment, strong customer empathy and a desire to help all customers, no matter how challenging the request 
• Flexible and proactive in your approach to your work and change within the workplace 
• You will represent our brand, a very high level of professionalism is always expected
• Communicate in a confident, professional, and sincere manner 
• Strong attention to detail
• Ability to work well individually and as part of a team 
• Excellent time management skills enabling organization of workload to meet challenging timescales and strict deadlines
• Confident and precise when escalating issues