-Correspond with clients on the phone and in writing relating to matters pertaining to their financial affairs in a professional manner. -Correspond with providers on the phone and in writing regarding products, mutual clients and various other enquiries. -Deal with client enquiries directly, answer questions where possible or referring them when necessary. -Process various product applications both in paper and online, ensuring all information is correct and liaising with colleagues, clients and providers when necessary. -Producing valuations and reports for annual client reviews. -Arrange and prepare necessary documents for client meetings. -Attend client and provider meetings with my directors and colleagues. -To maintain and update client files on our back office system, ensuring all documentation, correspondence and reports are scanned and saved to the documentation management system. -Coordinating and managing our auto enrolment project, including being the first point of contact for all clients. -Collecting and collating client information and questionnaires, ensuring we have everything necessary to proceed to the next step of their auto enrolment project. -Completing auto enrolment scheme set up online through various provider platforms. -Providing relevant auto enrolment correspondence and documents to clients to distribute to employees. -Providing specific project updates to colleagues and clients. -Issuing invoices and fees and chasing when necessary. -Assisting in the day to day management of the office. -Logging invoices and charges on the in-house system. -Dealing with customer requests in person, on the telephone and via email. -Responding to client and managerial queries within procedural deadlines. -Managing outgoing post, ensuring that it is properly franked and ready for daily collection -Providing cover for my colleagues when required. -Carrying out administrative and clerical duties for the office such as filing, archiving, photocopying, collating, laminating, faxing, handling of post, word processing of letters, data entry and preparation of reports.
Diploma - Social Psychology (2013-2014) Birkbeck University of London
1st Class BA Hons Monash University, Melbourne | History [Maj] | Sociology [Min]
Education Abroad Reciprocal Exchange Program - History [Maj] Sociology [Min] (Fall Quarter - 2008) University of California, San Diego, U.S.A.