Exciting opportunity for a Schools Administrator to join a well established company based in Taunton.
To contact educational establishments to secure appointments for financial advisers to present the Teachers' Pension to staff.
To meet a target number of calls to produce 20 appointments per month.
To manage the calling territories in line with the locations and requirements of the advisers.
Liaise with the financial advisers via email or telephone with regards to appointments, postponements, cancellations and instructions regarding the appointment.
Maintain calling records and manage call backs.
Create and update electronic client records, entering all data correctly onto the company database and Excel spreadsheets.
Compiling and sending out appointment packs for schools.
Other Duties which may be undertaken
Update and produce management information for monthly board meetings.
Book speakers at quarterly sales meetings
Book hotels, car hire, flights and restaurants for advisers, speakers and staff in relation to annual conferences and quarterly events.
In quiet periods assist in other departments where required.
Customer Services External and Internal
Provide a high level of professionalism i.e. courteous and efficient, in all dealings with schools, financial advisers and colleagues.
To liaise with team supervisor with regards to issues that may prevent efficiency of the role.
Salary £16,500 + excellent benefits package including free parking
Cordant is acting as an Employment Agency in relation to this vacancy.