Administration Assistant

Posted 4 Days Ago
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Preston, Lancashire, England
Entry level
Fintech • Software • Financial Services
The Role
The Administration Assistant will support the Estate Planning team by inputting, collating, and dispatching Will and Lasting Power of Attorney documents. Responsibilities include managing incoming mail, scanning documents, handling customer calls, and supporting the Sales manager with administrative tasks while ensuring compliance and quality.
Summary Generated by Built In

We believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive.

To do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do.

Key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK’s leading later life lending company.

We are hiring for an Administrator to join our business. If you love dotting the i's and crossing the t's, checking for accuracy and quality, then this is an opportunity to start your career within a busy Estate Planning team. Day-to-day you will be inputting and collating Will and Lasting Power of Attorney (LPA) supporting documents, opening and distributing incoming mail, scanning documents to solicitors, photocopying, managing stationery and timely dispatching client documents.

Main duties and responsibilities:

  • Inputting, collation and dispatch of Will and Lasting Power of Attorney (LPA) supporting documents.

  • Fielding inbound customer calls for support and queries, and making outbound calls to provide customers with updates

  • Opening and distributing incoming mail, scanning documents to solicitors, photocopying and topping up stationery and ordering same.

  • Fully supporting Estate Planners in timely and accurate dispatch of client documents as directed.

  • Supporting Sales manager with ad-hoc administrative tasks as directed.

  • Maintaining exceptional quality of work in order to meet agreed business targets and also to meet the Society of Will Writers (of which we are members) Code of Conduct.

  • Liaising with key stakeholders to the business to maintain quality relationships.

Experience, Skills and Behaviour's we value;

  • Accuracy and attention to detail is essential.

  • Comfortable using Microsoft packages such as Word, Excel.

  • Prioritising and organizational skills, working to deadlines.

  • Supportive and enjoys working as part of a team.

  • Good verbal and written communication.

  • Committed to quality; highly compliant.

Most of all we look for people who display and work around the core values of our business:

Ambitious – to break ground to help our customers enjoy a better retirement.
Supportive – relationships are key to everything we do.
Personal – going above and beyond to offer exceptional service.
Integrity – honest, true and transparent in all of our relationships.
Responsive – whatever the challenge we’ll deliver the right result.
Expert – experts in our field, our thirst for knowledge never stops
 

Benefits:

  • 23 days holiday, plus bank holidays. Rising to 28 days based on length of service

  • Additional holiday purchase scheme

  • 1 charity day

  • Enhanced pension contribution

  • Simply Health cashback plan

  • Life Assurance

  • Enhanced maternity and paternity

  • Plus many more!

Top Skills

Excel
Microsoft Word
The Company
HQ: Fulwood
253 Employees
On-site Workplace
Year Founded: 1998

What We Do

Pioneers in the equity release market, Key Group is on a mission to be the UK’s leading retirement finance expert, focused on helping people finance a better retirement.

Celebrating its 22nd anniversary in 2021, the Group has helped customers release more than £5 billion worth of equity from their properties.

Evolving to meet the financial needs of the increasing over-50s market, brands within the Key Group umbrella two of the UK’s leading equity release advisers (Key and The Equity Release Experts), one of the largest equity release lenders (more2life), and leading later life service provider (Air Group).

At the heart of Key Group is the commitment to grow the size of the equity release market, continue to help develop advice standards across the industry, support the growing number of equity release advisers active in the sector and innovate through the development of new retirement lending products.

The Group is proud to be one of the largest private employers in Preston and currently employees over 100+ field-based advisers providing support to a fast growing client base across the UK. The Key Group brands have now gathered over 100 industry and consumer awards since launch.

Follow us on LinkedIn to explore our latest career opportunities across our brands, as well as updates on our corporate activities. https://www.krgroup.co.uk/careers/

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