2 of 2 Back Office Jobs in East Yorkshire

financial product providers. Scanning, organising and managing important documents. Supporting the directors, advisers and administrators with day-to-day tasks and projects. Using their back-office systems and CRM, including data cleansing and maintaining accurate records. Assisting with the submission and processing of new financial business. Supporting … accounts function when required, including invoicing. Taking meeting minutes and helping to keep accurate records. Writing professional letters and emails to clients. Using Microsoft Office, including Word, Excel and Outlook, to support the business. Developing your awareness of cyber security and completing relevant training. Learning about financial products ...

minimum A genuine team player - someone who pulls their weight without being asked twice Someone who's happy being local and in the office, working closely with people day to day You don't need years and years of experience. You do need the right attitude, and a willingness … roles are "wait for the brief, build to spec." This one isn't. You'll be working directly with Sales & Marketing, not buried in back-office tickets You'll get real support and mentoring from someone who's done the job for years There's a genuine path ...