Could this be you?

We are looking for a highly organised Administrator/Personal Assistant with great communication skills to provide support to the Practice, helping us optimise our client relationships and assisting with the daily operation of the office.

• Employer: Moran Wealth Management
• Reports to: Business Strategist
• Working Location: Lochwinnoch
• Tenure: Permanent
• Hours: Full or part time considered

Key Duties and Responsibilities:

• Provide high level administrative support to the Director including diary management, booking travel arrangements & ensuring smooth day-to-day operations within the Practice;
• Ensure that files are complete with all required client identification documentation and necessary application forms;
• Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM (training provided);
• Process applications accurately and record the required management information;
• Progress applications with product providers, clients, and other third parties to ensure that each case completes in a timely manner;
• Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
• Meeting and greeting clients and visitors to the Practice;
• Running reports and illustrations and collating key data;
• Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales;
• Progressing applications with product providers, chasing up Letters of Authority;
• Producing templated client letters and reports.

Person Specification:

• Knowledge and experience:
• Previous experience in an office support role;
• Knowledge of relevant regulation and legislation (desirable);
• Experience of client management systems such as Salesforce.

Skills and behaviours:

• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
• Excellent written communication skills;
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Good organisation skills;
• Strong attention to detail;
• Manages time effectively with the ability to multi-task;
• Keeps calm when faced with conflicting demands and handles these effectively;
• Demonstrates a positive attitude at all times;
• Works well on own tasks as well as on shared goals as part of a team;
• Open to change with a creative approach to problem solving.

Required Competencies:

• Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision.  Stays focused on tasks in spite of distractions and interruptions.
• Team Work: Promotes cooperation and commitment within a team to achieve goals and deliverables.
• Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
• Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.
• Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.
• Planning and Organising: Manages own time, priorities, and resources to achieve goals.
• Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.

How to apply:

Please send your CV and covering letter to moranwealth@sjpp.co.uk.