Act as a main point of contact for clients, keeping them fully updated at each stage of their mortgage journey
Respond promptly and professionally to client queries, concerns, and requests
Liaise regularly with solicitors, estate agents, and other third parties to gather updates and resolve issues
Accurately update and maintain our CRM system with all client information and daily activity
Manage and maintain client records, ensuring data is complete, up to date, and compliant
Manage advisors’ diaries, including booking, rescheduling, and confirming appointments
Prepare and create documents and information packs in advance of client appointments
Ensure all documentation is correctly prepared and stored in line with internal processes
Provide general administrative support to advisors and the wider team as required
Take inbound calls via the main switchboard, dealing with enquiries directly where possible or directing calls to the appropriate advisor or team member
Training:
The apprentice will be working towards the Customer Service Specialist Level 3 Apprenticeship Standard
Delivered in the workplace via online training with Colchester Institute
Training Outcome:Mortgage and Protection Advisor.Employer Description:Founded in 2009 by Natasha Brown, Gateway Mortgages is a brokerage for all things mortgage and protection. Gateway Mortgages prides itself on keeping good relations which all their clients and works hard to ensure that all clients receive the best possible service. Based near Braintree Designer, with a team of 7 staff. Gateway Mortgages keeps on growing, with now an estate agents attached and also a specialist lending brokerage, which deals with commercial lending.Working Hours :Monday to Friday 9am - 5pm, with a one hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Initiative,Patience....Read more...
JOB DESCRIPTION
Tasks PROFILE:
Typical tasks for this position include (but are not limited to) the following:
Operate telephone switchboard to answer, screen and forward calls, providing information, taking messages and scheduling appointments.
Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
Transmit information or documents to customers, using computer, mail, or facsimile machine.
Schedule appointments, and maintain and update appointment calendars. Provide information about establishment such as location of departments or offices, associates within the organization, or services provided.
Prepare reports, memos, letters and other documents, using word processing, spreadsheet, database, or presentation software.
Answer phone calls and direct calls to appropriate parties or take messages.
Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.
Perform general office duties, maintaining records management database systems, and performing basic bookkeeping work.
File and retrieve corporate documents, records, and reports.
Open, sort, and distribute incoming correspondence, including faxes and email.
Responsibilities/Expectations:
Communicate with Supervisors, peers, or subordinates: provide information to supervisors and co-workers in written form or in person.
Maintain a good record of attendance and punctuality.
Learn all manual tasks performed within the department.
Perform tasks assigned using specific operating procedures, and following department specific quality control processes and procedures.
Treat people with dignity and respect.
Conduct all business with integrity.
Adhere to Rust-Oleum Corporation Quality principles and participate in all departmental and company-wide Quality activities.
Follow all safety procedures and company policies. From big benefits to small, we take care of our associates! After 30 days of employment, you will be eligible for a benefits package that includes medical, dental, life, disability and business travel insurance, flexible spending accounts, EAP, stock purchases and vacation/sick days/parental leave. We also offer a 401(k) plan after three months of employment. Associates are vested in the RPM Pension plan after completing five years of service. Rust-Oleum offers 9 paid holidays and two floating holidays per year. You are also eligible to earn two weeks of vacation on an annualized basis.
Rust-Oleum is an equal opportunity employer. Employment selection and related decisions are made without regard to sex, race, age, disability, religion, national origin, color, or any other protected class.
Job Type: Full-time
Schedule: Monday - Friday 8:00AM-4:30PM
Salary: $70,000 - $90,000
Work Location: In personApply for this ad Online!....Read more...
Sands Agricultural Machinery Ltd (SAM Sprayers) is an industry-respected family-run manufacturer of crop sprayers based in beautiful North Norfolk. With over 50 years of heritage, we're a household name in the sector, trusted for quality, service an innovation.SAM Ltd is seeking a reliable Receptionist / Administrator to deliver excellent front‑of‑house and back office support, being the face of our new purpose built facility just outside of Stalham, Norfolk.You will work closely with the Directors and senior staff, managing communications, helping customers and visitors, maintaining records, and ensuring administrative tasks are handled efficiently.What You Will DoYou will be the point of contact for customers and visitors, the organiser of administrative systems, and support for our Directors and senior staff. Your work will ensure that day‑to‑day operations run smoothly.Who We Are Looking For
Previous experience in a reception or customer‑facing administrative roleStrong skills with Microsoft Office (Word, Excel, PowerPoint)Experience or familiarity with WordPress and business social media usageExcellent organisational skills; ability to handle changing prioritiesGood attention to detail and accuracyAbility to work independently, use initiative, and stay calm under pressureStrong communication skills, both face‑to‑face and in writingDiscretion and respect for confidentiality with sensitive informationHonest, reliable, with a good sense of humour and ability to work as part of a team
Key Responsibilities
Answer and direct all incoming calls through the main switchboard, or take messages and ensure follow‑upMonitor and respond to emails to the company mailbox, or escalate as neededGreet visitors, provide refreshments, and inform them of health & safety site proceduresHandle incoming and outgoing post using franking machine where requiredSupport the Stores team with data entry into our ERP systemMaintain databases for machine orders and process sales orders including acknowledgments using MS ExcelAssist with the full machinery order process: enquiries, trade‑ins, DVLA registration, and customer handoverManage all company vehicles: tax, insurance, MOT, driver recordsMaintain records for the National Sprayer Testing Scheme, support local certified examinersAssist the Directors with marketing and events (trade shows, exhibitions): booking, literature, website and social media updatesSupport team members with travel and accommodation arrangementsOrder and manage stationery and general office suppliesTake minutes in meetings when requiredTrack holiday bookings and keep Directors informed of staff availability
To Apply: Please send your CV and a brief cover letter SAM Ltd is committed to equal of opportunities and welcome applications from all suitably qualified applicants.....Read more...
To provide a high standard of reception/switchboard and routine clerical administrative and other duties. To support teachers and all stakeholders including pupil, staff, visitors and wider community users, ensuring that duties are carried out efficiently and effectively
To provide a customer focussed service and to ensure a welcoming environment whereby visitors are welcomed, pupil needs are met and that good standards of communication are maintained
To be responsible for reception, email and messenger duties
To receive and deal promptly and effectively with all telephone and direct reception enquires
To ensure that visitors and callers are welcomed and dealt with in a professional manner and in accordance with the school’s safeguarding policy and procedures
To provide administrative support with the planning and delivery of School events, information evenings, parent/carer consultation evenings, Governor meetings etc.
To include maintenance of room booking calendar
To assist in effective communication with the delivery of information to staff and all stakeholders of the school with producing relevant documents, maintaining staff lists.
To undertake general clerical and administrative duties of a routine nature to include:
-Typing of letters and other documents and proof reading for SLT and other staff
-Checking for redistribution of office emails and responding promptly to all email enquiries
-Organising and ensuring photocopying, scanning of documents
-Assisting with attendance administration by entering absence data and recording registers and late arrivals
-To carry out tasks relating to First Day Calling
-To carry out tasks relating to School events and educational trips
-Ensuring deliveries, collections and storage of supplies are communicated to appropriate staff
-Assisting with the arrangements of medical and dental examinations for pupils
To provide first aid treatment and support to sick pupils and where appropriate make arrangements for them to go home
To undertake any other duties of an administrative nature and any other duties that are within the scope of the post as determined by the School Office Manager
Training:
Business Administrator Standard
English and maths (if required) Level 2
Training Outcome:
Long-term opportunities with the school
Employer Description:At Broke Hall we are committed to delivering the highest standards of teaching and learning whilst maintaining a strong pastoral ethos.
Staff, supported by governors, work hard to deliver a broad and engaging curriculum. Children are valued as individuals and encouraged to participate in a wide range of activities enabling them to develop skills and attitudes, which will equip them for life.
Broke Hall Community Primary School is a large, friendly school situated in a pleasant residential area on the eastern edge of Ipswich. The school has excellent modern premises set in spacious grounds. We are comprised of 21 classrooms and a nursery brimming with learning, a nurture room, large library, group-work rooms and shared areas in constant use by Learning Support Assistants and volunteers. The school hall is used for assemblies, lunches and PE sessions. Outside we have a large playground that wraps around the school, a basketball court and a school field, which are all a buzz of activity at playtimes, lunchtimes and during PE lessons.
At Broke Hall, we strive to provide an environment that enables children to achieve high academic standards as well as developing an understanding of themselves and others in the communities in which they live.
We place a high value on establishing close links between home and school so that we can effectively work together to achieve the best for each child.Working Hours :Monday– 8.30am– 1.30pm
Tuesday– 8.30am– 1.30pm
Wednesday– 12.00– 3.30pm
Thursday– 8.30am– 3.30pm
Friday– 12.30pm– 3.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Patience,Punctual....Read more...
