16/02/2023
WE’RE HIRING!
An exciting new career opportunity has arisen for an Office Administrator to join our team here at Scrimger & Oakes. The successful candidate will work from our Yarm High Street Office within a fast-paced environment. Due to the nature of this environment, training and development opportunities will be available, alongside the potential for progression within the role in the long term. No two days are the same at Scrimger & Oakes and so we are looking for someone prepared to take on a variety of administrative tasks as well as the ability to adapt to the ever-changing world of financial advice.
The Core Duties within this role will include:
- The utilisation of Online Client Relationship Management Systems (CRM)
- Administrative Record Keeping – both paper-based and computerised
- Assisting in the management and documentation of client communication and servicing.
- Preparation of appointment documentation and client files
- Liaise with clients, internal advisers, and external providers
- Candidate should be proficient in Excel
CLOSING DATE FRIDAY 17TH MARCH
For more information and to apply please forward your CV to our Practice Manager, [email protected].
