Administrator

J&T Business Consulting, Gardeners Land, Fife

Administrator

Salary not available. View on company website.

J&T Business Consulting, Gardeners Land, Fife

  • Full time
  • Permanent
  • Onsite working

Posted 1 day ago, 2 Aug | Get your application in today.

Closing date: Closing date not specified

Job ref: 459519513ae14656871a9229549ced5f

Location ref: Gardeners Land, Fife

Full Job Description

  • Managing our bespoke mortgage CRM (Active CRM) - checking, updating and keeping records accurate, and coordinating data in Excel
  • Handling incoming leads and website enquiries, booking appointments into advisers' diaries
  • Answering calls and client queries as a warm, professional first point of contact
  • Collating client files and inputting information accurately into the CRM
  • Preparing financial information, sending invoices and chasing payments as required
  • Liaising with lenders, solicitors, insurers and introducers
  • Supporting advisers with day-to-day administration and compliance paperwork
  • Organising tasks and tracking progress to keep applications moving
  • Planning and arranging company events
  • Finding creative ways to support the business and its directors
  • Handling sensitive information with complete discretion and confidentiality
  • Social Media & Marketing (part of the role)
  • Creating, scheduling and managing engaging content across Facebook, Instagram, TikTok and LinkedIn

Direct job link

https://www.s1jobs.com/job/administrator-127136558