J&T Business Consulting
Administrator (with Social Media experience)
Dunfermline
Posted 1 day ago
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Administration & Client Service (core duties)
- 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
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Social Media & Marketing (part of the role)
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Creating, scheduling and managing engaging content across Facebook, Instagram, TikTok and LinkedIn
- Producing simple, eye-catching images and posts using basic design tools
- Engaging with our audience and building an active online community
- Keeping all marketing on-brand and on-message, working with the wider team on ideas and deadlines
- Using GoHighLevel for lead-nurture sequences, funnels, automations, email campaigns and booking funnels
- Monitoring analytics and trends to improve performance and shape our approach
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“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
CRM Management
Social Media Management
Client Service
Data Entry
Appointment Scheduling
Financial Administration
Content Creation
Lead Nurturing
Email Marketing
Compliance Paperwork
Event Planning
GoHighLevel
Excel
Facebook Marketing
Instagram Marketing
LinkedIn Marketing