Acquisitions Administrator

Kelly Services
07 Sep 2017
23 Sep 2017
Contract Type
Full Time
Job Title: Acquisitions Administrator
Contract: Permanent
Salary: Competitive
Location: Bromsgrove
Division: Finance

A little bit about the company you could potentially be working for -
My client is one of the largest and best in the UK at financial planning and smart investments.
This is a fantastic opportunity to build on your current experience and grow within an organisation that is improving day by day.
If you would like a chance to progress and really start to build your career then this could be the opportunity you've been looking for.

Job Details / Responsibilities -
Assisting the Acquisitions Manager with Company acquisition projects
Ensuring that all agencies are novated in a timely manner
Cleansing and uploading of joint ventures and acquisition client databases into both the main and Telesales CRM system
Ensuring that any historical information received is logged centrally and stored satisfactorily (e.g. paper and electronic client files) Loading of historical policy information including creation of trail records with the guidance of Acquisitions Finance Officer where required
Assist with data cleansing project to increase accuracy of database information
Ensure that all acquisition information is recorded centrally in a uniform manner
Facilitate lead management system, transferring information between the Telesales department, Sales department and main database in an efficient and timely manner
Ensuring that any clients that do not wish to be contacted are updated from the Telesales CRM onto the main database
Ensuring that any mailshot relating to an acquisition project is dealt with efficiently
Liaise with Acquisitions Manager and Sales Director regarding allocation of new advisers as a result of PBO activity
Reallocation of adviser on system along with responsibility for adding any required tracking
Any other reasonable request made by a Director/Manager of the organisation

Skills you should have to succeed -
Good understanding of internal systems and processes
Excellent knowledge of Microsoft Word, Outlook, Excel and PowerPoint
Analysing, interpreting and organising data
Excellent planning and organisation skills
Excellent communication and teamwork skills
Able to problem solve and work on own initiative.

For your opportunity to join a fantastic organisation click 'apply' now or for more information please call Sapphire at Kelly.

"Kelly Services are an Equal Opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Kelly Services and are acting as an Employment Business in relation to this role.'

Similar jobs

Similar jobs