Property Administrator​/Trainee Portfolio Manager - UNDER

ADMINISTRATION

• Competently undertake and complete general office administration including, but not limited to, company and team post, photocopying, filtering phone calls, filing and scanning.
• Deal with enquiries by telephone, email and in person from clients, colleagues, insurers and third parties as required.
• Ensure client files are kept accurate and up to date, using established processes and ensuring Auto Processes are created, checked and sent to clients on a daily basis.
• To work in line with established administration processes to ensure all documentation are accurately produced and distributed to clients for new business, renewals and midterm adjustments.
• To ensure general accounting functions for clients are completed in a timely manner, to include accurate record keeping, ensuring credit control processes are adhered to
• Complete daily processing of cheques, monies and credit card payments in line with FCA guidelines.
• To navigate and effectively maintain manual and IT systems for processing, accounting and administrative purposes, making recommendations for development and improvements where applicable.
• Accurately document all instructions/conversations with clients on manual and IT based systems, with specific emphasis on the latter, ensuring client files are kept up to date

It goes without saying that your customer service experience will be superb. This is a regulated industry where customer service levels are high.