New Accounts Administrator responsible for processing new accounts in the wealth management sector. Join Aviso Wealth’s Operations team focused on client - centric solutions.
About the role
- Fleet Administration Executive managing fleet operations, ensuring customer satisfaction and efficiency. Responsible for quote generation, data analysis, and coordination across departments.
Responsibilities
- Answering inbound fleet enquiries.
- Generating quotes and orders adhering to our client’s processes.
- Analysis and reporting of large amounts of customer data using Excel.
- Following up through the registration process to vehicle delivery.
- Updating the database with changes to customer details/actions/order progress etc.
- Ensuring customer files are managed and organised effectively.
- Processing vehicle orders.
- Liaising with the end customer and other departments as required.
- Managing customers and stakeholders’ expectations.
- Adherence to relevant legislative and compliance regulations.
- Preparing reports for internal use and for customers/retailers.
Requirements
- Highly skilled administrators with a keen eye for detail.
- Organised, self-motivated people with a strong sense of personal accountability.
- Good communicators: you should be comfortable interacting with a range of people in client and customer businesses (phone and email).
- Strong IT skills: any experience of using CRM/Database systems is advantageous, as is proficiency in Excel.
- Excellent organisational skills and a task-focused mindset.
- Excellent telephone manner.
Benefits
- Education Bursary Fund – You can apply for funding to support your personal development in or outside of work.
- Health and Wellbeing Allowance – You can claim back up to £500 a year, for services or items such as gym memberships, sports and equipment and a range of thing to help you stay active.
- Continuous Training and Development – We offer comprehensive inhouse training along with development to help you progress within the business.
- Social and charity activity days and events – Each year we celebrate and support both social and charity days, offering a chance for the community of ROI to mix with the wider business family.
- 22 days holiday (Plus bank holidays) with 3 flexidays after one year’s service and further increases after three, seven and ten years.
- A day off on your birthday and a voucher to treat yourself to something nice.
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