Offer summary
Qualifications:
Experience in an administrative role, Familiarity with CRM systems, Proficiency in Microsoft Office applications, Detail-oriented and proactive, Capable of working under pressure.Key responsabilities:
- Manage Letters of Authority and data input
- Communicate with pension providers for information
- Prepare and send confidential client sign-up packs
- Ensure data accuracy and track submissions
- Build relationships through effective communication