">General worker & Sales clerk/Admin
Grade
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If you have a passion for efficiency, excellent communication skills and a background in administrative
Assisting with document preparation, filing and data entry and email correspondence
4. Liaising
Administrative support to office staff, including reception support and answering phones, responding to emails support administrative needs of the office. Provide reception support
- Quoting on transport and line-up for customer quotations.
- Working on spreadsheets and maintain filing systems.
- Liaising with customers to understand and receive correct specifications up on customers payments.
- Maintain the CRM system for admin details relating to customers
processing sales orders, preparing quotes, and managing customer inquiries. Responsibilities: Provide administrative preparing quotes, and managing customer inquiries. Assist with customer account management, including accurate invoicing. Prepare sales reports and analyse data to identify trends, opportunities, and areas for fast-paced environment. Excellent communication and interpersonal skills, with a customer-focused mindset. Proficiency CRM software. Attention to detail and accuracy in data entry and documentation. Ability to work independently
processing sales orders, preparing quotes, and managing customer inquiries. Responsibilities: Provide administrative preparing quotes, and managing customer inquiries. Assist with customer account management, including accurate invoicing. Prepare sales reports and analyse data to identify trends, opportunities, and areas for fast-paced environment. Excellent communication and interpersonal skills, with a customer-focused mindset. Proficiency CRM software. Attention to detail and accuracy in data entry and documentation. Ability to work independently
managing their online diary (with support from the admin team)
of Treating Customer Fairly. Operations Collation of all clients related information (data discovery and Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support Support the general office management including reception, facilities, meeting room management, stationery
of Treating Customer Fairly. Operations Collation of all clients related information (data discovery and Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support Support the general office management including reception, facilities, meeting room management, stationery
Microsoft Office with intermediate/advance level Excel is essential. Use of any Time Attendance system Mathematical skills & good time management skills. Excellent organizational skills & good multitasking archiving where necessary. Payroll Data Administration Assist with payroll data (-180employees), including but Comply with HR Calendar deadlines related to HR admin functions only and ensure SMP files are updated compiling data related to HR year-end tasks using various systems/processes to gather data (e.g. Long
Microsoft Office with intermediate/advance level Excel is essential.