1 Permanent Back Office Jobs in East Sussex

to manage a varied workload are required. Communication is all-important, and you must be happy talking to clients and companies. Key Responsibilities: General office duties include scanning, filing, photocopying and preparing meeting rooms Administrative and PA duties to support financial adviser and paraplanner Liaising with clients and providers … by phone, via their secure platform or by email and letter Diligent use of their back-office system to record client details, tasks, plans, etc Processing new business applications, both paper-based and online, then chasing cases through to completion Researching fund performance Processing attitude to risk questionnaires … with good telephone manners GCSE in Maths and English of C or above Desirable Skills: Experience and qualifications in financial services Use of Intelligent Office and familiarity with Aviva/Quilter platforms An ability to help with their social media presence, AI and marketing would be great Experience with more »