Job Title: Service Administrator
Location: Basingstoke
Salary: Up to £26,000 per annum
Hours: Full-time, 37.5 hours per week
Industry: Commercial Vehicle Workshop
About the Role:
We are seeking a highly motivated and organised Service Administrator to join our busy and dynamic team in our commercial vehicle workshop based in Basingstoke. This is an exciting opportunity for someone with strong administrative skills, a keen eye for detail, and a passion for delivering excellent customer service. You will play a key role in supporting the smooth operation of our workshop by managing service bookings, liaising with customers, and maintaining accurate records.
Key Responsibilities:
- Customer Service: Be the first point of contact for customers, addressing their service needs and queries both via phone and email. Ensure high levels of customer satisfaction at all times.
- Service Bookings: Coordinate and schedule service appointments, ensuring maximum workshop efficiency.
- Admin Support: Provide essential administrative support to the service team, including creating and updating job cards, maintaining service records, and ensuring paperwork is accurate and up to date.
- Parts and Inventory Management: Assist in the ordering and tracking of parts required for vehicle servicing and repairs.
- Invoicing and Billing: Support the team in generating invoices, processing payments, and maintaining financial records related to services provided.
- Health and Safety Compliance: Ensure all service procedures comply with health and safety standards, maintaining a clean and organised work environment.
- Database Management: Keep records up to date in the service management system, tracking the progress of service jobs, vehicle history, and customer details.
Key Requirements:
- Proven experience in an administrative or customer service role, ideally in a workshop or automotive environment.
- Strong communication and interpersonal skills with the ability to interact professionally with customers and colleagues.
- Excellent organisational skills with the ability to manage multiple tasks and priorities.
- High attention to detail and accuracy in record-keeping and documentation.
- Proficient in using office software (Microsoft Office Suite, etc.) and service management systems.
- Ability to work effectively under pressure and in a fast-paced environment.
- A proactive approach and a positive attitude toward problem-solving.
Benefits:
- Competitive salary of up to £26,000 per annum.
- 37.5 hours per week with regular working hours.
- Opportunity to work in a friendly and supportive team environment.
- Development and career progression opportunities.
- Employee benefits and discounts.
How to Apply: If you are a motivated and experienced professional looking to take the next step in your career, we would love to hear from you. Please apply with your CV or call Dudley on 07485 390 942
Holt Recruitment are a leading Recruitment agency specialising in Automotive, Motor trade, Engineering, OEM and various related industries.
We are recruiting across the UK for Vehicle Technician, Vehicle Mechanic, Commercial Vehicle Technician, Diagnostic Technician, Senior Technician, Master Technician, Mobile Vehicle Technician, PDI Technician, Prep Technician, MOT Tester, Fast Fit Technician, LCV Technician, Light Commercial Technician, HGV Technician, Bus Technician, LGV Technician, HGV Engineer, HGV Mechanic, HGV Fitter
Holt Recruitment cover a variety of different sectors including Technical, Mechanical, Engineering, Sales, Service, Aftersales, Bodyshop, Fleet & Rental Management, Accounts, Finance, Marketing, & Payroll, Managerial, Logistics, Parts, Administration, Call Centre / Contact Centre, Senior Appointments, Head Office Positions and Confidential Appointments
DP....Read more...
Provide general administrative support to the Member Services team, that includes the setting up of new member accounts and general day-to-day admin tasks
Provide support to the Lending team, that includes, processing of credit searches and collating of supporting loan documentation for the underwriters
Dealing with the scanning and distribution of incoming and outgoing post for the team
Provide additional support to other areas of the business including the Finance Department, Business Development and HR when required
Comply with data protection legislation and to maintain strict confidentiality and security in dealing with all information relating to the Credit Union and its members, in accordance with policies and procedures
To work to the policies and procedures including relevant legislation and guidelines set down by the Credit Union, the Financial Conduct Authority, TCF principles, the Consumer Credit Trade Association the Financial Ombudsman Service and the Data Protection Act 1998 and any other appropriate service standards
You will be expected to work effectively with other departments in order to make a positive contribution to the work of the Credit Union
Undertake additional training as and when required
To positively contribute to the culture of the Credit Union
Any other duties that may reasonably be requested by the Credit Union
Training:
Business Administrator Level 3 Apprenticeship Standard
Training will be completed on Employer's premises
Training Outcome:
There is potential for a permanent position once the apprenticeship has been completed successfully
Employer Description:Serve and Protect Credit Union (formerly Police Credit Union) helps employees of the police, prison, military, fire, and health services save money and access financial support.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working,Initiative,Non judgemental....Read more...
Managing a business email mailbox for the large group of schools
To advertise vacancies and arrange interviews for candidates
To provide general administrative support to Heads of HR and Recruitment
Maintaining accurate records and logs for the academy’s internal supply pool
Collating timesheets for supply staff and liaising with finance teams, internally and externally
Training:Business Administrator Level 3.
Training Outcome:
HR and admin
School business manager
School office manager
HR advisor
Employer Description:The Pioneer Academy is a primary multi academy trust with schools across London and South East England. At The Pioneer Academy, we put children first, pioneering excellence and championing each and every child.
What we offer you:
A friendly, dedicated staff team who believe in teamwork and building positive relationships across the school, the Trust and in the local community.
High quality development programme with induction programmes for all new staff.
Excellent CPD opportunities.
Access to Employee Assistance Programme including free counselling.
Access to discounted wrap around childcare for staff.
Free academy-wide social events throughout the year.
The Pioneer Academy is committed to safeguarding and promoting the welfare of children and expects all staff to share this commitment. An Enhanced DBS certificate will be required on provisional offer, including a check of the Children’s Barred List. Further vetting checks, in line with the requirements of Keeping children safe in education 2024 will be completed following a provisional offer of appointment. Where applicable, if an applicant with a provisional offer of employment has lived and/or worked outside the UK, they will be required to obtain a Certificate of Good Conduct.Working Hours :Monday to Friday, working hours TBCSkills: Communication skills,IT skills,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative....Read more...
The majority of the time will consist of working on-site at Guhring, with release to attend the training provider centre as per schedule
You'll spend significant time working with our qualified team, who will show you the ropes and train you in the skills necessary to become a successful Business Administrator
Assist with administrative tasks, including data entry and document management
Answer phone calls
Processing of orders
Respond to emails and direct enquiries
Process invoices, track expenses, and support finance tasks
Maintain and update company records and databases
Follow company policies and procedures to ensure compliance
Training:This is an 18 month Level 3 Business Administration apprenticeship. You will be required to attend In-Comm Training WS9 8UG, 2 days per week over a 5 - week period as part of the apprenticeship delivery.
You will also have monthly assessor visits to see you at the company.Training Outcome:
An opportunity to gain full employment and progression within the company.
Employer Description:Guhring Limited founded in 1973 was the first subsidiary of the Guhring Group. Initially starting as a sales, stocking and distribution operation Guhring Limited has now grown into an established UK manufacturing company with capability to produce special tools on short deliveries and regrind/recoating service. Guhring Limited employs a team of field technical support engineers and in house design and application engineers who are focused on offering customers with a continuous stream of the very latest in cutting tool technology. The need to support manufacturing is the main goal and this is achieved by ensuring that optimised tools are designed, developed, manufactured and applied. Guhring Limited can offer all the above from the Company’s UK operation and complemented by an extensive stock holding of standard and special products. With a range of 1620 standard products in over 44,000 sizes the aim is to provide the ideal tooling solution in the fastest possible time.Working Hours :Monday- Thursday, 8:30am - 5.00pm.
Friday, 8:30am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Tudor Employment Agency are currently recruiting for a Depot Administrator to work for our prestigious client based in Bristol.Our client is the UK leader in resource management, we provide a comprehensive range of waste, water and energy management services designed to build The Circular Economy and protect the environment.Rate of Pay: £13.37phrDuties will include:
Ensuring that all safety concerns and near misses are logged on our Health and Safety Management System and closed off within the company’s agreed timescalesEnsuring all company policies, processes and procedures are adhered toEnsuring personnel details including payroll are entered into the systems correctly and within time limitsRaising purchase orders for the supply of goods as approved by site managementLiaising with suppliers for the procurement of goods & ensure delivery timescales are metProcessing invoices raised by suppliers to ensure that payment terms are metAdministering purchase orders, disposal invoices, subcontracted collections and associated invoicesControlling paperwork on a daily basis including monthly rebate reporting to customersEnsuring the answering of telephones are within expectationsRunning and sending reports as required to internal and external customers that is £7K or above and requires a report to accompany the invoiceProactively informing customers in a timely manner of any operational delays which impact on their service, confirming the alternative collection date and timeEnsuring that any reports required by the business are generated in an accurate and timely manner
Skills:
Finance supportPurchase Order entryAssociating InvoicesCustomer ServiceAdministration
Working Pattern: Monday to FridayHours of Work: 8.30am – 4.30pm (37.5hr week)In order to be considered for this position or for further information please contact Gina in our Commercial team on 01922 725445 extension 1004 or submit your CV to commerical@tudoremployment.co.uk, quoting ref TEADEPAD/14Applicants can also register online by clicking the link – http://tinyurl.com/PERMF0RMFor information on all of our roles, please refer to www.tudoremployment.co.uk.#TeamTudor await your call!....Read more...
Key responsibilities:
Monitoring apprenticeship completion by the planned end date.
Ensuring that all learners included in funding submissions are in learning and meet ESFA attendance requirements.
Carrying out internal audits and system compliance checks.
Ensuring that learner participation data (such as length of stay and programme hours) does not raise any funding body audit concerns.
Ensuring the organisation is fully prepared for external systems and compliance audits.
Supporting the Data and MI officer by generating data reports covering minimal areas of provision delivery
Main duties:
Keep up to date with ESFA funding guidance, interpreting it correctly, ensuring that all relevant staff have the information they require, and that senior management are aware of systems and documentation that needs to be in place.
Ensure that individual learner records and all required documentation for learner starts, achievements and completions on all programmes is accurately completed.
Supporting the processing of learners on all programmes on the PICS management information system.
Understand and report error queries raised by the ESFA once returns have been submitted.
Understand PDSAT reports and supporting the notification of senior management of any identified risk indicators.
Keep track of incentive payments and contributions that are due. Send monthly report to finance so that employers can be paid and invoices in respect of contributions can be raised.
Provide breakdowns of awarding body invoices ensuring they are allocated to the correct cost centre. Internal quality assurance audits of learner documentation highlighting all areas of concern identified and providing reports to senior managers and other relevant staff.
Calculate and keep track of Apprentice Off the Job Learning (OTL) hours highlighting variances that are causes for concern.
Highlight any discrepancies between OneFile and PICS
Understand PICS and OneFile MI systems.
Support the Finance and Performance Manager and Deputy CEO in preparing for and facilitating ESFA and other external compliance audits.
Liaise with centre teams each month, before the ESFA submission, and ensure that all learners listed as on-programme are attending.
Supporting the MI and Data Officer with archiving for the company and that it is performed correctly, and records maintained accurately.
Gathering information from employers to populate the sign-up paperwork and sending out for signature confirmation with support from the MI and Data officer.
To ensure Valid Employer Liability Certificate has been obtained and on file and renewed certificates are secured from employers within one month of expiry date.
To ensure all live placements and apprenticeship employers have a valid health and safety Risk Assessment.
Produce and circulate apprenticeship handovers to centre teams and assessors once all documentation has been complete.
Provide administrative support to MI and Data officer and centre teams when required.
Prepare and maintain files for apprenticeship learners.
To support the MI and Data officer in the running of monthly reports.
Training:
Level 3 Business Administrator Apprenticeship Standard
Functional Skills in English & maths (if needed)
Training at our Ponders End centre
Training Outcome:
If the applicant is successful they can go into further training or employment.
Employer Description:Welcome to First Rung! Here at First Rung we have been supporting young people across North London since 1983, helping them make that first step into a good job with training and prospects. The team is passionate about delivering the very best training and personal support in a dynamic, fun and friendly environment. We offer learners: A caring, genuine and highly professional staff who do everything they can to help young people achieve their objectives including vocational qualifications, jobs, further education and apprenticeships High expectations for all our learners, regardless of their starting point Great employer opportunities in the local area. A safe and nurturing environment First Rung has built its reputation on delivering quality training for young people in an environment where everyone feels safe, valued and respected.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Problem solving skills,Number skills....Read more...
Support: Assist Training and Competency Managers and senior Management team
Administration Support: Diary management, maintaining Training & Competence Scheme
Compliance: Provide support with adviser file checks, compliance review meetings, adviser/client observations
Database Management: Various tasks related to the company’s electronic record system
Risk Management: Oversee control systems to prevent or assess risk.
Communication: Liaise with advisers, clients, and external partners
Additional Support: Provide administration support to the adviser team and senior management.
Experience: No prior Financial Services experience required, but a willingness to learn and gain the required qualifications is essential
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
Training Outcome:Opportunities for further training and career development.Employer Description:Bower is more than one of the most established and recognised independent companies in the equity release advice space.
With advisers based all over the UK, we’re a dynamic group of financial experts who thoroughly understand the market, the economy and the latest regulations – and, most importantly, we know how to use this knowledge and expertise to help you get to where you want to be.
Each of our expert advisers work tirelessly to make sure you receive the highest quality financial guidance and support – without any pressure to proceed. In fact, we would rather advise you not to go ahead than provide you with the wrong product or service.Working Hours :Monday - Thursday 9:00am - 5:30pm, Fridays 9:am-5:00pm.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Analytical skills,Team working,Time management,Proactive....Read more...
To promote and provide appropriate information and advice about Changing Lives Housing Trust’s Services and Objectives
To meet and greet all visitors to Changing Lives Housing Trust and filter appropriately
To provide secretarial and administrative support which includes typing, minutes taking, filling, data inputting, maintenance admin and management of information held by the company
To promote the aims, objectives and services of the association to all visitors and clients
Promote the aims, objectives and services of the association to all visitors and especially clients
To prepare and assist the collect data for such weekly, monthly, quarterly and annual reports on Voids, Service and Housing Benefit Arrears or any other data which may be required
To perform such other duties, appropriate to the role, as may be required by the Project Manager/Changing Lives Housing Trust from time to time
To make regular and early contact with all the clients in arrears through hostel visits (which will be support by a member of the Project Worker team), telephone calls, text messages, emails and office interviews (Inc. three-way meetings with refer)
Prevent arrears from escalating in line with Changing Lives Housing Trust rent collection policies and procedures to prevent serious debt and homelessness
To undertake other duties which commensurate with skills, knowledge and experience of this post, as and when required by Senior Management Team
To keep up to date with changes to legislation and the impact of welfare reform on both clients and the organisation
Training:Apprentices are given 1-day per week to work from home as their college/ study days which is 8-hours a week and when they have their assigned college days with their tutors online.
Apprentices actual training with their tutors is once a month via online.Training Outcome:Apprentices are offered a role within the organisation after their course has finished depending on what department they have taken an interest in and putting into consideration whether we have any vacancies within that department:
Project Worker
I.T Support
Finance department
Business Administrator (full-time)
Receptionist
Employer Description:Registered charity housing association
We support those homeless or at risk of eviction by homing them within a temporary shared accommodations with support by project workers to move onto independently living, employment and support with finances.Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
To promote and provide appropriate information and advice about Changing Lives Housing Trust’s Services and Objectives
To meet and greet all visitors to Changing Lives Housing Trust and filter appropriately
To provide secretarial and administrative support which includes typing, minutes taking, filling, data inputting, maintenance admin and management of information held by the company
To promote the aims, objectives and services of the association to all visitors and clients
Promote the aims, objectives and services of the association to all visitors and especially clients
To prepare and assist the collect data for such weekly, monthly, quarterly and annual reports on Voids, Service and Housing Benefit Arrears or any other data which may be required
To perform such other duties, appropriate to the role, as may be required by the Project Manager/Changing Lives Housing Trust from time to time
To make regular and early contact with all the clients in arrears through hostel visits (which will be support by a member of the Project Worker team), telephone calls, text messages, emails and office interviews (Inc. three way meetings with refer)
Prevent arrears from escalating in line with Changing Lives Housing Trust rent collection policies and procedures to prevent serious debt and homelessness
To undertake other duties which commensurate with skills, knowledge and experience of this post, as and when required by Senior Management Team
To keep up to date with changes to legislation and the impact of welfare reform on both clients and the organisation
Training:
Apprentices are given 1 day per week to work from home as their college/ study days which is 8 hours a week and when they have their assigned college days with their tutors online
Apprentices actual training with their tutors is once a month via online
Training Outcome:Apprentices are offered a role within the organisation after their course has finished depending on what department they have taken an interest in and putting into consideration whether we have any vacancies within that department:
Project Worker
I.T Support
Finance department
Business Administrator (full time)
Receptionist
Employer Description:Registered charity housing association
We support those homeless or at risk of eviction by homing them within a temporary shared accommodations with support by project workers to move onto independently living, employment and support with finances.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
This role requires taking up the following duties:
• Managing the mortgage adviser’s diary• Liaising with the clients, collecting relevant documents and organising them in the relevant folders• Chasing the lenders, providers and solicitors on a regular basis to help the process run smoothly• Creating protection quotes as advised by the mortgage adviser, emailing clients with the relevant quotes and chasing themTraining:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
· A broad understanding of the financial services sector
· An understanding of the role of the appropriate regulatory bodies
· The importance of relationship building with clients and colleagues
· Understanding of processes and procedures relevant to the role
· How to develop commercial awareness
· Building skills and capabilities within an organisation
Professional Qualifications:
· CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Upon completing the apprenticeship and obtaining the CeMAP in full, with mutual agreement there is a potential of moving into a permanent position with a salary rise.Employer Description:MBA Mortgages is a dedicated mortgage brokerage specialising in all aspects of mortgage financing, including Residential Mortgages, Buy-to-Let Mortgages, and Remortgages. We also provide a range of protection policies, such as Buildings Insurance, Life Insurance, Critical Illness Cover, and Income Protection.
Our expertise extends to assisting a diverse range of clients, including first-time buyers, home movers, professional landlords, and individuals with adverse credit histories. At MBA Mortgages, we are committed to finding tailored financial solutions to meet our clients' unique needs.Working Hours :Monday - Friday between 9.30am till 5.30pm including 1 hour lunch break between 12pm - 1pm.Skills: Communication skills,IT skills,Number skills,Initiative,Patience,Social media skills....Read more...
Processes payroll for employees of clients accurately and in a timely manner
Maintain payroll processing system and records by gathering, calculating, and inputting data
Answering questions about wages, deductions, attendance, and time records
Entering invoices into various bookkeeping systems
Adhere to company and payroll policies and procedures and complies with relevant HMRC laws and regulations
Identify, investigate, and resolve discrepancies in data entered
Honour confidentiality of clients and employees’ records
Complete financial and payroll reports for record-keeping purposes, managerial and client review
Perform the distribution of wages through production of online or email payslips and sending of information of net pay amounts to clients for the direct transfers to employees’ bank accounts
Submission of the Workplace Pension Scheme data for each employer and submit to the relevant pension provider of the deductions of the contributions from the employer’s bank account
Training:The Payroll Administrator standard is delivered in two elements; the CIPP (Chartered Institute of Payroll Professionals) knowledge units and work based projects designed by the provider, to meet employer needs.
The knowledge units outlined below are delivered via the CIPP online learning platform:
National Insurance
PAYE
Statutory Sick Pay (SSP)
Statutory Parental Leave
Statutory Deductions
You will complete a knowledge check at the end of each unit, which will test your skills. The projects issued by the provider are as follows:
Business and Customer Awareness
Payroll (Core)
Payroll (Pensions for payroll)
Payroll (Technical)
Regulation and Compliance
Systems and Processes
The last three months of the qualification will entail completing the following as part of the EndPoint Assessment:
Multiple-Choice
Role Simulation
Professional Discussion
Training Outcome:Opportunity to stay as a full time team member upon completion of apprenticeship programme.Employer Description:The TAX Partnership are a small Accountancy firm and have been based in Derby city centre for 30 years. Our payroll and bookkeeping department has seen significant growth over recent years and are now appointing a trainee who is looking to start their career in finance. This is a ‘hands on’ position where you would gain valuable experience in all aspects of payroll management and bookkeeping.Working Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Team working,Initiative....Read more...
To assist with daily, weekly and monthly tasks such as:
· Medical Records coming into the Practice
· Medical Records needing to be sent to PCSE out of the practice
· Scanning paperwork onto medical records
· Preparing the post and taking it to the post office
· Sourcing Lloyd George paper records from the records room
· Filling paperwork accurately
· Dealing with confidential waste
· Helping prepare drinks and maintaining the staff room and kitchen
· Laminating posters/information
· Keeping on top of patient information in the waiting rooms
· Supporting with NHS campaigns for example flu vaccinations
· Helping with emails in the admin team inbox
· Basic clinical coding
Training:Training will take place in the workplaceTraining Outcome:Remain with the practice – opportunities to apply for other roles such as Care Coordinator, Dispensary worker, Administrator, HCA, Reception etc.
THIS IS A GREAT WAY INTO ALL KINDS OF CAREEERS:FinanceMarketingProject managementDigital Human Resources (HR)Procurement (buying goods / services)CommunicationsEmployer Description:The Park Surgery are proud to offer friendly, comprehensive medical service to residents of Driffield and its surrounding villages from two surgeries.
The main surgery is situated in the middle of Driffield and is located within a purpose-built modern building. The practice is accessible for all with a lift to the first floor and hearing loop services available if needed. We have a car park to the rear for staff and patients.
We also have a small (accessible) branch surgery situated at 22a High Street, Nafferton and are happy to see our patients at either of our surgeries during opening hours.Working Hours :Normal hours are Monday to Friday – no shifts and no weekends. 20 min paid break and offer a 30 min unpaid lunch.
Option to participate in seasonal vaccination clinics (Flu) which are paid extra.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Logical,Team working,Initiative,Non judgemental,Patience,Interest in the NHS,Enthusiastic about learning,Discreet and confidential,Tact and diplomacy....Read more...
Job Description:
Our client, a leading financial services firm has an exciting new role for a NAV Oversight Analyst to join their team in Edinburgh. The successful candidate will play a key role in delivering processes and controls, and to be an SME within the team on NAV oversight.
Essential Skills/Experience:
Experience of NAV oversight within asset management and/or asset servicing environment
Proven organisational skills
Strong team player
Strong attention to detail
Excellent problem solver
Experience in producing MI and regular reporting
Core Responsibilities:
Delivery of NAV oversight activities ensuring that effective NAV oversight controls are in place, and the delivery of pricing is accurate.
Supporting the trade life cycle across equities, bonds, foreign exchange and derivatives
Completion of other oversight checks on outsourced activities to ensure service delivery is maintained to agreed standards
Oversight of third-party administrator; including monitoring and recording of the timeliness and quality of deliverables
Provision of monthly reporting and other regular deliverables, ensuring sign off within specified timelines and performing controls to ensure outputs are complete and accurate
Preparing procedures, processes and controls documents, ensuring all department procedures and checklists remain up to date
Involvement in project and change activity including fund change, client take on and transition activity
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15794
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, a leading UK-based fund manager, is currently seeking an Operations Oversight Analyst to join the Operations team based in either Edinburgh or London. This is a fantastic opportunity for someone who has investment operations knowledge across a range of investment instruments, fund types and products.
Skills/Experience:
Experience working within investment operations
Organisational skills, can demonstrate ability to meet deadlines and undertake and manage multiple tasks
Team player
Strong attention to detail
Excellent written communication skills
Experience in producing MI and regular reporting
Core Responsibilities:
Supporting the trade life cycle across equities, bonds, foreign exchange and derivatives.
NAV oversight related tasks.
Complaint handling – ensuring regulatory requirements are met in the management of client complaints.
Oversight of fund audit process and completion of fund audit related activity.
Oversight of custody markets and eligible markets including liaison with Front Office and custodian.
Oversight of retail client AML & KYC documentation and processing.
Other Operations related activity.
Investigate and resolve day to day operational queries, issues and incidents across a range of services provided by third party providers.
Ongoing oversight of third-party administrator.
Prepare and maintain procedures, processes and controls documents, ensuring all procedures and checklists remain up to date.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16022
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Do you have experience in investment operations with a passion for financial services?
Our client, a reputable financial services firm, is looking for a dynamic Investment Operations Administrator to join their Edinburgh team on a permanent basis.
In this role, you’ll be the go-to support for Investment Managers, Portfolio Managers, and clients, handling administrative tasks and ensuring smooth operations across the board.
Essential Skills/Experience:
Experience gained working in an investment operations role within Wealth or Investment Management
Excellent stakeholder management skills and the ability to engage with clients, Professional Advisers, Investment Managers, product providers and internal stakeholders
Passion and energy to deliver successful outcomes for advisers and clients
Excellent organisation, planning and prioritising skills
Strong attention to detail
Core Responsibilities:
Answer & respond to client queries on the phone and email
Initiate incoming and outgoing transfers, keeping the Investment Manager/ Portfolio Manager updated with progress regularly
Liaise with appropriate teams for the effective onboarding of new clients
Instruct internal transfers of cash and stock from one portfolio to another
Complete client KYC data amendments and account amendments
Assist with meeting preparation, including printing and binding client and introducer reports and presentations
Complete payment instructions from clients, including taking payment instructions and arranging call backs to clients, if required
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16038
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, a reputable financial services firm, is looking for a seasoned Senior Administrator - Client Accountant - Private Client to join their team in Edinburgh.
The successful candidate will carry out assigned tasks effectively and to a high standard, ensuring the team meets service delivery deadlines.
Essential Skills/Experience:
Part Qualified accountant or equivalent.
Fund accounting experience.
Strong bookkeeping skills.
Good IT skills - working knowledge of Excel is essential.
Strong analytical skills.
Very good attention to detail.
Good numeracy
Core Responsibilities:
Manual entry bookkeeping transactions from client bank/portfolio statements and review of automated bookkeeping for bank/portfolio accounts with a transactional data feed into the client ledger.
Raise and resolve any queries on a timely basis and liaise with other team members or the client to ensure timely resolution of matters arising within the required deadlines.
Maintenance of accurate information in key systems, this could include bank statements, transactions, bookkeeping, preparing the financials and pack or accounting records for a portfolio of clients.
Actively participate in calls/meetings with the client to discuss matters arising and the tracking of work against deliverable schedule.
Responsible for work on more complex entities/areas.
Preparation of information for the client, which may include portfolio information, bookkeeping, Trial Balances or financial statements and/or liquidation account.
Adhere to core values and expected behaviours.
Provide support to junior team members and the team Manager as and when required.
Any other duties as deemed necessary by Management.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16049
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Data Entry and Record Keeping - Accurately and efficiently enter data into company systems, whether for HR, finance, client records, or other key areas. This includes updating contact details, logging completed tasks, and maintaining records related to ongoing projects. Attention to detail is essential to avoid errors and ensure that all records are current and compliant with data protection guidelines.
Document Management - Assist in the creation, organisation, and archiving of documents across the business. This includes helping to establish and maintain filing systems (both electronic and paper-based) that enable easy retrieval and secure storage of information. You will help with the process of digitising files and categorising documents to improve accessibility and workflow.
Communication Support - Handle inbound and outbound communications, such as answering phone calls, directing enquiries, and managing emails, ensuring messages reach the right team members promptly. Polished verbal and written communication skills are essential here, as you will often be the first point of contact for service users, suppliers, and internal staff. Developing this skill will help to build rapport with colleagues and clients alike.
Appointment Scheduling - Coordinate and schedule appointments, meetings, and other team activities, managing calendar systems to avoid scheduling conflicts. This includes sending out invitations, booking rooms, and preparing meeting agendas when required. Learning to manage time efficiently and prioritise tasks will ensure that all necessary appointments are organised and that any last-minute changes are communicated effectively.
Assistance with Reports and Presentations - Support in preparing reports, spreadsheets, and presentations by gathering relevant information and creating visually clear and informative documents. You may be responsible for initial data gathering, drafting summaries, and helping team members refine presentations. This responsibility will enable you to understand the requirements for formal documentation and support the team in delivering high-quality, impactful reports.
Meeting and Minutes Support - Assist with the preparation, organisation, and documentation of meetings by taking accurate notes and minutes. This includes setting up meeting rooms, distributing agendas, and ensuring all relevant materials are available. You will be responsible for recording key discussion points, actions, and decisions made during meetings, then formatting and distributing minutes in a clear and professional manner. Developing this skill will enhance your attention to detail, active listening, and ability to summarise complex information effectively.
Training:Delivery Method
14 online sessions delivered on Thursday morning
Online portfolio to update with learning and development completed onsite
Diarised visits from dedicated Trainer/Assessor
End-Point Assessment (EPA):
Knowledge test
Portfolio based interview
Project presentation
Training Outcome:The chance for the right candidate to develop into a confident and competent Administrator within Rushcliffe Care Group.Employer Description:Rushcliffe Care Group is a leading provider in adult social care across the country, operating in over 20 sites specialising in private rehabilitation hospitals, specialist nursing homes, brain injury rehabilitation and learning difficulty services.Working Hours :Monday - Friday: 8.30am - 4.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative,Non judgemental,Patience....Read more...
Data entry and record keeping:
Accurately and efficiently enter data into company systems, whether for HR, finance, client records, or other key areas. This includes updating contact details, logging completed tasks, and maintaining records related to ongoing projects. Attention to detail is essential to avoid errors and ensure that all records are current and compliant with data protection guidelines.
Document management:
Assist in the creation, organisation, and archiving of documents across the business. This includes helping to establish and maintain filing systems (both electronic and paper-based) that enable easy retrieval and secure storage of information. You will help with the process of digitising files and categorising documents to improve accessibility and workflow.
Communication support:
Handle inbound and outbound communications, such as answering phone calls, directing enquiries, and managing emails, ensuring messages reach the right team members promptly. Polished verbal and written communication skills are essential here, as you will often be the first point of contact for service users, suppliers, and internal staff. Developing this skill will help to build rapport with colleagues and clients alike.
Appointment scheduling:
Coordinate and schedule appointments, meetings, and other team activities, managing calendar systems to avoid scheduling conflicts. This includes sending out invitations, booking rooms, and preparing meeting agendas when required. Learning to manage time efficiently and prioritise tasks will ensure that all necessary appointments are organised and that any last-minute changes are communicated effectively.
Assistance with reports and presentations:
Support in preparing reports, spreadsheets, and presentations by gathering relevant information and creating visually clear and informative documents. You may be responsible for initial data gathering, drafting summaries, and helping team members refine presentations. This responsibility will enable you to understand the requirements for formal documentation and support the team in delivering high-quality, impactful reports.
Meeting and minutes support:
Assist with the preparation, organisation, and documentation of meetings by taking accurate notes and minutes. This includes setting up meeting rooms, distributing agendas, and ensuring all relevant materials are available. You will be responsible for recording key discussion points, actions, and decisions made during meetings, then formatting and distributing minutes in a clear and professional manner. Developing this skill will enhance your attention to detail, active listening, and ability to summarise complex information effectively.Training:Delivery Method
Attendance at college will be required one morning session per week
Apprenticeship session to assist with portfolio building and preparation for End Point Assessment
Training Outcome:
The chance for the right candidate to develop into a confident and competent Administrator within Rushcliffe Care Group.
Employer Description:Rushcliffe Care Group is a leading provider in adult social care across the country, operating in over 20 sites specialising in private rehabilitation hospitals, specialist nursing homes, brain injury rehabilitation and learning difficulty services.Working Hours :Monday - Friday, 8.30am - 4.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative,Non judgemental,Patience....Read more...
Data Entry and Record Keeping - Accurately and efficiently enter data into company systems, whether for HR, finance, client records, or other key areas. This includes updating contact details, logging completed tasks, and maintaining records related to ongoing projects. Attention to detail is essential to avoid errors and ensure that all records are current and compliant with data protection guidelines
Document Management - Assist in the creation, organisation, and archiving of documents across the business. This includes helping to establish and maintain filing systems (both electronic and paper-based) that enable easy retrieval and secure storage of information. You will help with the process of digitising files and categorising documents to improve accessibility and workflow
Communication Support - Handle inbound and outbound communications, such as answering phone calls, directing enquiries, and managing emails, ensuring messages reach the right team members promptly. Polished verbal and written communication skills are essential here, as you will often be the first point of contact for service users, suppliers, and internal staff. Developing this skill will help to build rapport with colleagues and clients alike
Appointment Scheduling - Coordinate and schedule appointments, meetings, and other team activities, managing calendar systems to avoid scheduling conflicts. This includes sending out invitations, booking rooms, and preparing meeting agendas when required. Learning to manage time efficiently and prioritise tasks will ensure that all necessary appointments are organised and that any last-minute changes are communicated effectively
Assistance with Reports and Presentations - Support in preparing reports, spreadsheets, and presentations by gathering relevant information and creating visually clear and informative documents. You may be responsible for initial data gathering, drafting summaries, and helping team members refine presentations. This responsibility will enable you to understand the requirements for formal documentation and support the team in delivering high-quality, impactful reports
Meeting and Minutes Support - Assist with the preparation, organisation, and documentation of meetings by taking accurate notes and minutes. This includes setting up meeting rooms, distributing agendas, and ensuring all relevant materials are available. You will be responsible for recording key discussion points, actions, and decisions made during meetings, then formatting and distributing minutes in a clear and professional manner. Developing this skill will enhance your attention to detail, active listening, and ability to summarise complex information effectively
Training:Delivery Method
14 online sessions delivered on Thursday morning
Online portfolio to update with learning and development completed onsite
Diarised visits from dedicated Trainer/Assessor
End-Point Assessment (EPA):
Knowledge test
Portfolio based interview
Project presentation
Training Outcome:The chance for the right candidate to develop into a confident and competent Administrator within Rushcliffe Care Group.Employer Description:Rushcliffe Care Group is a leading provider in adult social care across the country, operating in over 20 sites specialising in private rehabilitation hospitals, specialist nursing homes, brain injury rehabilitation and learning difficulty services.Working Hours :Monday - Friday: 8.30am - 4.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative,Non judgemental,Patience....Read more...
Key Responsibilities:
Deal with front line enquiries from staff, pupils and visitors in person, by phone or e-mail politely, professionally and promptly and where necessary confidentially
Be able to manage and supervise Reception area alone
To direct any queries to correct part of school
To ensure that the Reception area is tidy and secure at all times
Distribute internal and external post and correspondence as appropriate
Liaise with outside agencies, pass on messages when necessary
Maintain health, safety and security of the school by ensuring that all visitors sign in and are reported to the right person
Ensure that the security gate is operated appropriately
Ensure that goods are signed for, meet the delivery note contents and arrange for the distribution and storage of stock as appropriate
Assist with attendance monitoring and follow up child absences
Input invoices on Access Finance system. (Data input accuracy and numeracy essential)
Undertake filing and photocopying; to assist users with the operation of the photocopier
Provide administration assistance as required
Become familiar with the children and parents
Training:
Study towards a relevant qualification, Level 3 Business Administrator Diploma
On-the-job training and mentoring from experienced professionals
Regular review meetings to track progress and development
Training Outcome:
Potential full-time employment for the right candidate upon successful completion of the apprenticeship
Employer Description:Inspire ATA is an official Flexi-Job Apprenticeship Agency, licenced by the Department for Education. Currently ranked 1st in the Rate My Apprenticeship Top 100 Apprenticeship Employers in the UK Award 2024-2025. Inspire ATA specialises in creating apprenticeship opportunities, where we recruit and employ the apprentice on behalf of our host clients, enabling us to offer additional support and a better experience for both the apprentice and the client as the experts in the industry. We arrange the most suitable and appropriate apprenticeship training from one of our partnered training providers.
If you are successful in securing an apprenticeship with Inspire ATA, it is important to understand that Inspire ATA will be your employer and the apprenticeship placement will be a separate organisation that simply hosts you as an apprentice.
As a Flexi-Job Apprenticeship Agency, Inspire ATA performs an important role in developing the UK labour market and it is our responsibility to ensure that talent is recognised, developed, and matched with business needs, whatever the background of the individual, irrespective of gender, race, disability, age, religion or belief, relationship orientation, marital or civil partnership status, pregnancy or maternity and gender reassignment. We are proud of the diverse nature of our business and work with clients to ensure that all candidates are treated with courtesy and respect.Working Hours :Monday to Friday
8:30am- 4pm including a 1 hour breakSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Non judgemental,Patience....Read more...
Job Description:
Our client, a reputable Chartered Financial Adviser, has an exciting opportunity for a Wealth Management Administrator to join their team on a permanent basis. The successful candidate will play a key role in providing support across multiple areas including investment, protection, and pensions. You will work closely with the directors, assisting them in their daily responsibilities and ensuring seamless operations. This position offers the unique chance to join a boutique, high-performing team in Glasgow where your work will have a direct impact.
With excellent potential for career progression and professional growth, this role is ideal for a motivated individual eager to advance within the wealth management sector.
Essential Skills/Experience:
Complete appropriate progression through CII exams
Focused with a high level of attention to detail.
Strong organisational skills: ability to manage own workload with reference to deadlines and priorities, and handling pressure in a positive way.
Proactive and able to prompt using initiative and anticipating requirements.
Analytical with the ability to problems solve.
Skilled oral and written communicator.
Systems skills and agility; efficient in all MS Office applications, platforms, and websites
Understanding and knowledge of financial services products, providers, and regulation
Collaborative and a strong team player
Core Responsibilities:
Delivering a valued, first-class support service to clients
Key client contact: phone calls, arranging meetings, etc.
Preparing Client Agreements.
Organising adviser diary.
Managing client reviews/Preparing Meeting Packs.
Driving and preparing meeting agendas.
Drafting Client communications including some Suitability Reports.
Managing post meeting actions.
Updating systems.
Technical support and analysis.
Researching and reviewing existing and new plans.
Track utilisation of allowances etc in current tax year.
To deliver support in a profitable manner, making use of existing and new technology.
Ensuring Client records are up to date and accurate, data and documents.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15677
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
JOB DESCRIPTION
Job Purpose
The Sales Administrator is primarily responsible for administering and coordinating the administrative requirements related to sales processes, including but not limited to managing customer data and records, coordinating with multiple departments, material and shipment management, analyzing sales reports, and providing proactive administrative support to sales teams.
Principal Accountabilities
The following responsibilities are general duties that a particular employee in this position may or may not be required to perform. The actual duties required of this position may vary. Provides customer service and troubleshooting assistance to the sales team and customers. Reviews and validates proper quote approvals are in place before processing quotes in CRM. Maintains digital project files and other records. Completes quote and bid requests with input from sales and other departments, ensuring proper review, approval, and deadlines are met. Receives new orders and validates Purchase Order details against submitted order details, ensuring information is correct prior to order conversion. Processes order according to the agreed terms and requirements; ensure order delivery timelines and documentation requirements are met. Assess and updates shipment forecasting reports for accuracy and needs; requests for material needs from purchasing and manufacturing as needed; proactively confirm needs with the sales team to ensure project requirements are met. Coordinates, expedites and traces the shipping of orders and leftovers; chooses the appropriate carrier based on project requirements and coordinates details with logistics and carriers; point of contact for shipment issues and is responsible for resolving ensuring delivery to required destination. Follows deposit invoice progression to ensure collection prior to material shipment. Reviews order invoicing and subcontractor payment details to determine if within approval guidelines; escalates for approval as needed; enters information into the computer system and generates payments and invoices. Proactively escalates compliance and risk related concerns to supervisor in a timely manner. Responsible for reviewing and updating backlog, leftover, invoicing, product forecasting, and other management reports as required. Forecast review and updates to ensure invoicing is captured in appropriate period Matches invoices with orders, mails invoices to the customer, and follows up on special billing forms, as required. Requests for insurance certificates for customers and general contractors. Logs Contracts to be executed upon receipt and order entry; responsible for ensuring execution prior to project start. Assesses customized customer correspondence (incoming and outgoing) for required approvals, coordinates approvals and distribution with appropriate team members. Processes invoices from outside vendors, ensure invoices are allocated to the correct project or account and that actual costs do not exceed budget. Partners with Accounting and Purchasing to set up new vendors.
Experience |Education | Certifications
High school diploma with extensive experience in customer service field. BS Degree in Finance, Accounting or Business Administration or the equivalent coursework in a related specialized field, preferred. 2+ years prior related work experience in sales administration, sales operations, or customer service. Excellent verbal, written and interpersonal skills High degree of accuracy and attention to detail. A self-starter capable of multi-tasking and prioritizing. Strong knowledge of MS Office, including Outlook, Word, PowerPoint, and Excel. Ability to take initiative in completing assigned work and projects.
Benefits and Compensation
The salary range for applicants in this position generally ranges between $52,000 and $55,000. The range is an estimate based on potential employee qualification operations, needs, and other considerations permitted by law. In addition to career advancement and growth, continuous training, and mentoring opportunities, Stonhard offers an excellent comprehensive health plan and financial benefits program including but not limited to, paid holidays, paid time off, 401(k) with company match, Company Pension Plan and Stock Purchase Plans.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online!....Read more...
We are seeking a highly organised and proactive individual to join our team as an Administrative Support Specialist. Successful candidate will play a crucial role in ensuring the smooth day-to-day operations of our mortgage advisory firm, providing essential support to our advisers and contributing to outstanding customer service.
Key Responsibilities:
Liaise with new customers to gather and organise necessary documents for mortgage applications
Work closely with lenders to ensure efficient processing and secure mortgage offers quickly, keeping clients informed at every stage
Follow a structured post-submission admin process to maintain clarity and accuracy within the business
Provide timely updates to estate agents for clients who are buying a property
Chase solicitors where required, particularly those recommended by Beechwood
Offer a warm welcome to walk-in clients, ensuring they feel comfortable and valued
Support brokers with researching protection options for clients with specific needs, such as adverse medical histories
Answer incoming calls, collect basic client information, and route calls to the appropriate mortgage broker
Attend weekly meetings with senior management to discuss workflow and suggest improvements to enhance the company’s performance
What We’re Looking For:
The ideal candidate will be an efficient multitasker with excellent communication skills and a strong commitment to customer service. They should thrive in a collaborative environment, pay attention to detail, and be able to prioritise tasks effectively to meet deadlines.
This is an opportunity to join a growing, client-focused team where your input will be valued, and your contributions will directly impact the success of our advisers and the satisfaction of our clients.Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This role presents an exciting opportunity to hone your skills and grow within our team. With dedication and drive, there is potential for future progression to the position of Administration Team Manager, where you would oversee a small team of administrators and play a key role in shaping Beechwood's success. Alternatively, if your ambitions lie in an advisory capacity, you may advance into an advice-based role, further expanding your career within the company. Whatever your aspirations, we are committed to supporting your professional development and helping you achieve your goals.Employer Description:Since 2001, Beechwood Mortgages has been helping customers secure the ideal mortgage. Backed by a team of experienced advisers, we provide guidance at every step, ensuring you find the right mortgage tailored to your needs. Our mission is straightforward: to support homeowners by keeping costs low and the process hassle-free.Working Hours :Monday to Thursday 9am to 5.30pm - Friday 9am to 5pm.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Team working,Patience,Adaptability,Positive attitude....Read more...
Job Description:
We are working on an exciting opportunity for a Senior Fund Administrator to join the Private Capital Fund Administration team at a global financial services firm in their Glasgow office.
The successful candidate will work with their team to provide Private Capital fund administration, corporate services and investor services to private equity funds and underlying private equity fund vehicles ensuring that they are fully compliant with fund documentation, legal and regulatory requirements to which they are subject.
Skills/Experience:
Studying towards an accounting (e.g. ACCA) or a similar qualification.
Good understanding of the Private Capital industry is desirable
Experience of Private Capital and fund administration is desirable
Good understanding of fund structures and fund cash flows
Experience in the preparation of distribution/capital call notices
Experience in the preparation and execution of client payments i.e. invoice, investment, distribution and bridge facility repayment packs is desirable
Strong attention to detail
Core Responsibilities:
Prepare fund distribution and call notices to investors in accordance with the fund agreements and legal and regulatory requirements, including liaison with the Investor Relations team regarding the sending of notices to investors.
Prepare payment instructions accurately for approved invoices, FX transactions, investments, distributions and any other ad hoc payments.
Assist with the preparation and compilation of board packs.
Assist in execution of documents and other ad hoc administrative client and investor requests.
Assist the Corporate Services team with the preparation of agendas, board minutes and board packs as required for all scheduled and ad hoc board meeting.
Day to day production contact with investor relations & other departments within the company to ensure that funds comply with statutory and regulatory requirements.
Liaise with various external and internal parties in the day-to-day administration of the Fund and other custom reporting and projects for specific investor needs.
Liaise with internal and external auditors and assist with the year-end/interim audit process via a monitored timetable and audit requirement list.
Assist in analysing investment proposals to ensure potential fund acquisition meet fund investment criteria.
Ensure compliance with all relevant internal processes, procedures and controls when discharging Fund Administration duties, using the appropriate system or platform in order to do so.
Support management in ensuring all checklists utilised in review and sign off clearly document controls and are kept up to date.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16040
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
To assist senior administrative support staff in maintaining an efficient and responsive support and word processing service to the school, ensuring expectations of high service standards are met
To assist with pupil first aid and welfare duties, including looking after sick pupils and liaising with parents and staff
To arrange meetings, conferences and other events to a high standard
Organise business travel arrangements and appointments and maintain up to date diaries on behalf of school staff as required
To service meetings and take minutes and or notes and distribute to participants
To provide an efficient, accurate word processing support service, carried out to a quality and professional standard
To maintain, record and update all administrative information systems and procedures as required, including retrieving and collating information to a high standard
To undertake reception duties, dealing with routine and face and face enquiries and signing in visitors
To respond independently to correspondence as required
To maintain display boards and to ensure these are refreshed regularly
To maintain manual and computerised records and to use IT systems effectively to provide reports and statistics
To arrange the orderly and secure storage of stocks and supplies
To ensure standard office equipment is serviced regularly
To provide general advice and guidance to staff, pupils and others
To ensure accuracy and confidentiality of all information produced
To provide cover for other administrative colleagues when required
To be aware of and comply with policies and procedures relating to child protection, health and safety, security, confidentiality and data protection, reporting all concerns to an appropriate person as soon as they arise
To be aware of and support difference and to ensure equal opportunities for all
To contribute to the overall ethos, work and aims of the school
To attend and participate in meetings as required
To participate in training and other learning activities and performance development as required
The ability to converse at ease and provide advice in accurate spoken English is essential for the post
For this job we are looking for:
Experience of working in an administrative and finance support environment
Effective written and verbal communication skills to liaise with a wide range of people at all levels
Possess good numeracy skills
Ability to plan and prioritise own workload, and that of others to meet deadlines within fixed timescales
Accuracy and precision when preparing, maintaining and monitoring financial data and producing relevant information
Training:
Level 3 Business Administrator Apprenticeship Standard Qualification
Training Outcome:
Potential full-time employment for the right candidate upon successful completion of the apprenticeship
Employer Description:Inspire ATA is an official Flexi-Job Apprenticeship Agency, licenced by the Department for Education. Currently ranked 1st in the Rate My Apprenticeship Top 100 Apprenticeship Employers in the UK Award 2024-2025. Inspire ATA specialises in creating apprenticeship opportunities, where we recruit and employ the apprentice on behalf of our host clients, enabling us to offer additional support and a better experience for both the apprentice and the client as the experts in the industry. We arrange the most suitable and appropriate apprenticeship training from one of our partnered training providers.
If you are successful in securing an apprenticeship with Inspire ATA, it is important to understand that Inspire ATA will be your employer and the apprenticeship placement will be a separate organisation that simply hosts you as an apprentice.
As a Flexi-Job Apprenticeship Agency, Inspire ATA performs an important role in developing the UK labour market and it is our responsibility to ensure that talent is recognised, developed, and matched with business needs, whatever the background of the individual, irrespective of gender, race, disability, age, religion or belief, relationship orientation, marital or civil partnership status, pregnancy or maternity and gender reassignment. We are proud of the diverse nature of our business and work with clients to ensure that all candidates are treated with courtesy and respect.Working Hours :Monday - Friday, 8.45am - 3.45pm with a 1 hour breakSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Logical,Team working,Initiative,Experience in admin,Reliable,Confident....Read more...
