Tools and Tips Every SJP Administrator Should Know About

July 21, 2020by Sue McFarlane

As an SJP administrator, you may often find yourself overwhelmed by the amount of tasks, deadlines and Advisers you have to see to on a daily basis. To help, we spoke with our very own Administrator, Samantha Flaherty who compiled a list of the useful tools and tips, which we hope you find useful and helps you be more productive.

Tools

 

Plus Provider Database

 

What it does

The Plus Group Provider Database has been developed exclusively for SJP Partners, Advisers & Administrators, to provide up-to-date contact details, as well as information on timescales and turnaround times.

 

Why you should be using it

Quite simply, it contains all the vital information you need to communicate with 3rd Party Providers.

To access the database, you simply need to register which can be done so here.

 

Microsoft Office 365/Teams

 

What it does

Office 365 is a great tool for team collaboration and communication, with a range of tools including Teams and OneDrive for your team to stay connected.

 

Why you should be using it

Due to the ongoing pandemic, Office 365 is especially useful for SJP administrators that no longer have the immediate contact with other team members in the office.

OneDrive in particular, allows you to store files, share them with your team and work on them from anywhere. These can also be shared through Teams where you can communicate over video calls and schedule meetings.

Office 365 has everything you need for your team to stay connected, a brilliant tool for Administrators.

 

 

Harvest

 

What it does

Harvest is a time-tracking software that allows you to track time as you work through your to-do list, via daily timers and weekly time-sheets.

 

Why you should be using it

Not only is Harvest great on an individual level for time management, it is also beneficial for managers – allowing them to see how their team is doing: who’s tracking time, who’s overworked, and who can handle more on their plate.

Harvest additionally offers apps and integrations so you can track your time on the go and have easy access to the software on any device.

For SJP Administrators who work on multiple tasks for various Advisers, this tool will help you manage your time efficiently.

 

 

 

“Communicating with colleagues while working from home is not as simple as spinning your chair round to ask the person next to you a question.

The Plus Group team are all used to working together in the office, so Microsoft Teams has become a handy tool to fire questions to everyone in the group chat”

Tips:

 

  • Use a desk calendar

Large desk calendars provide plenty of space for quickly jotting down notes, to-do lists and planning your time by the week/month.

Having a visual aid of how your time will be spent is great for feeling less overwhelmed.

 

  • Filing and flagging emails will give you more clarity

For SJP Administrators that have a number of Advisers to see to on a daily basis, it can be easy to lose sight of the most important tasks.

Filing and flagging emails will help you to accommodate your daily tasks by giving you a clear view on what needs to be done and for who.

 

  • Prioritise tasks by colour coordinating

After viewing your emails, it may be helpful to prioritise your flagged emails using a colour coordinated system.

How you colour coordinate is up to you, but be sure to prioritise by:

  • Urgent & Important – do it now
  • Important but not urgent – decide when to do it
  • Urgent not important – delegate it
  • Not important and not urgent – do it later/delete it

On particularly busy days, this will be useful for keeping on top of your tasks and deadlines.

 

If you’re looking to be more productive, we hope these tips are a good starting point for you.

What other tools and tips do you have? Let us know in the comments.

Sue McFarlane

Plus Partner Services Limited, trading as Plus Group. VAT Number 191887360.

PLUS Partner Services Ltd, trading as Plus Group.
VAT Number 191887360.

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