Administrative Specialist
Role Purpose
This role will be responsible for providing best in class customer service to the broad range of client account holders to include efficient responses to all queries.
Responsibilities:
* Provide excellent customer service to all clients, managing a large volume of queries and issues online, in person, and via phone, in confidence at all times.
* Distribution of funds monthly.
* Processing cash and journal receipts to accounts daily.
* Payment of Third-Party Invoice on behalf of Clients via Banking online.
* Assisting the team during the development of the Administration System.
* Updating client account records and general account administration.
* Conduct credit control processes on overdue accounts & assist in quarterly output of Forfeit List.
* Assist in processing the non-payers levy and consulting with the industry services department.
* Consulting with other Industry related Bodies.
* Undertaking and completing various reconciliations including Bank Reconciliations as required.
* Weekly Audit of all Journals.
* Various Reconciliations to include Bank & Holding Accounts.
* Other duties and ad hoc project involvement as required.
Skills and Experience
* Excellent interpersonal, communication skills, and customer service skills and the ability to build good working relationships.
* Excellent phone manner with good written communication skills.
* Proven experience of maintaining confidentiality.
* Proficiency in Microsoft Office, particularly Excel.
* Ability to adapt to learning new systems and processes.
* Previous experience in a busy office environment.
* Experience in working to tight deadlines.
* Excellent organisational skills and ability to manage deadlines.
Key Capabilities:
Customer Focus
* Gets to know our internal customers.
* Always interacts professionally with employees and adapts own manner to suit individual needs.
* Takes pride in delivering a high-quality Finance service and is knowledgeable about each people process.
* Resolves queries at the point of contact or escalates accordingly.
Energy & Pace
* Approaches every activity with a desire for success and a ‘can do’ attitude.
* Understands own goals and objectives and how these impact wider department objectives, prioritising activities and taking accountability for completion.
* Displays an understanding of the importance of deadlines and an ability to meet them, striving to surpass expectations while maintaining high standards for attention to detail and adhering to company procedures.
Innovation & Change
* Brings potential solutions rather than problems to manager/colleagues.
* Considers all activities to be worthy of review for effectiveness and efficiency of process.
* Adjusts positively to changing tasks or new responsibilities when needed and is comfortable with new technologies.
Leadership
* Focuses on individual accountability in role and takes responsibility for the successful completion of own tasks.
* Shows initiative and energy to get things done.
* Is creative in approach and can think creatively in terms of problem-solving.
Team
* Builds relationships with team members and stakeholders.
* Shares knowledge with others and is open to learning from other colleagues.
* Illustrates willingness to help others and is approachable.
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