Operations Postal Assistant (Part Time)
As we enter an exciting phase of growth, we're looking for an enthusiastic temporary Operations Postal Assistant to join our dynamic team. This role offers a fantastic opportunity to support our Operations team with a range of administrative duties, in a fast paced environment.
Day to day you will assist with administrative tasks including sorting post, scanning, and printing client letters. You will support other duties such as updating systems accurately and contacting providers to gather updates for our teams. Additionally, you will support our Front of House team and make telephone calls to clients to provide updates, where requested.
You will need a keen eye for detail, ensuring your work is accurate and clients receive the right information, in a timely and professional manner. You will also use your organisational skills to keep on top of your tasks, ensuring deadlines are met and work is competed to a high standard. You will proactively communicate with your colleagues, ensuring they are kept up to date and the team is achieving the best possible client service.
Contract: This is a temporary role until December 2025
Working hours: Part time working hours can be discussed.
Day to day you will assist with administrative tasks including sorting post, scanning, and printing client letters. You will support other duties such as updating systems accurately and contacting providers to gather updates for our teams. Additionally, you will support our Front of House team and make telephone calls to clients to provide updates, where requested.
You will need a keen eye for detail, ensuring your work is accurate and clients receive the right information, in a timely and professional manner. You will also use your organisational skills to keep on top of your tasks, ensuring deadlines are met and work is competed to a high standard. You will proactively communicate with your colleagues, ensuring they are kept up to date and the team is achieving the best possible client service.
Contract: This is a temporary role until December 2025
Working hours: Part time working hours can be discussed.
Key Responsibilities
- Support the Operational team with administrative tasks - this will primarily involve sorting high volumes of incoming post, scanning, and printing/posting client letters.
- Adding correspondence updates to our systems, ensuring the Client Executives are aware of incoming mail and progress in client cases.
- Provide support to the Client Executives with calling providers for updates on ongoing client cases.
- Provide cover and support to Front of House team including reception duties, concierge, and client meetings (as required).
Skills, Knowledge and Expertise
- Experienced in working with a team and committed to supporting your colleagues.
- High client/customer service standards.
- Detail-oriented, solutions-driven, and able to manage time effectively.
- Strong communication skills, both written and verbal.
- Proficient in Microsoft Word, Excel, and PowerPoint.
- Eager to learn with a willingness to go the extra mile.
We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave (for your birthday, wellbeing, volunteering, or other celebratory events important to you)
- Enhanced family leave
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Referral scheme
Über Progeny
We create, enhance, and preserve wealth.
We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.
We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.
We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
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