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Case Management Assistant

  • Source: Indeed
  • Southcote Financial Limited
  • Remote
  • Kings Norton
  • Full-Time
  • Senior

Job Description

Job Overview

We are seeking a dedicated and organised Case Management Assistant to join our team. This role involves providing vital support in managing case files, coordinating client services, and ensuring smooth administrative operations within our organisation. The successful candidate will play a key part in delivering excellent customer service and maintaining efficient case workflows. This paid position offers an opportunity to develop valuable skills within a professional environment, contributing positively to client outcomes and organisational success.

Responsibilities

  • Assist with the organisation and maintenance of case files, ensuring all documentation is accurate and up-to-date
  • Support case managers by preparing reports, correspondence, and other relevant documentation
  • Coordinate appointments and meetings with clients, service providers, and internal teams
  • Respond to client enquiries with professionalism and courtesy, providing excellent customer service
  • Analyse case data to identify trends or issues requiring attention or escalation
  • Maintain organised records in compliance with organisational policies and data protection regulations
  • Support administrative tasks such as filing, data entry, and scheduling to ensure operational efficiency
  • Contribute to continuous improvement initiatives by suggesting process enhancements

Requirements

  • Strong organisational skills with the ability to manage multiple tasks efficiently
  • Excellent analysis skills to interpret case information accurately
  • Proven customer service experience, demonstrating professionalism and empathy in client interactions
  • Previous administrative experience is desirable but not essential; training will be provided
  • Ability to work independently as well as part of a team in a fast-paced environment
  • Proficiency in using standard office software (e.g., MS Office suite)
  • Attention to detail and high levels of accuracy in all work undertaken

This position is ideal for individuals seeking to develop their administrative and Wealth management skills within a supportive environment. The role offers valuable experience for those interested in careers within social services, healthcare, or related fields.

DO NOT APPLY IF YOU WISH TO WORK FROM HOME, THIS IS AN IN-PERSON OFFICE BASED ROLE

Pay: From £26,500.00 per year

Benefits:

  • Company events
  • Company pension
  • Free parking

Work Location: In person


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This listing is a publicly available opportunity curated by Try Club to help talent discover relevant roles. Try Club is an independent platform and is not affiliated with Southcote Financial Limited

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