Office Administrator

3 months ago

Ref:565

Role: Office Administrator

Salary: Up to £22,308 DOE

Located: Wakefield

Hours:- Monday to Friday 

Our client is looking for a office administrator to join their Client Admin services team

Benefits:

  • Generous Annual Leave entitlement – 25 days per year + Bank Holidays
  • Opportunities for you to progress and develop further.
  • Pension Scheme
  • Free Parking

The role: 

  • Answering the Telephone and dealing with any queries
  • Liaise with the main admin centre for processing of client instructions.
  • Keeping advisers up to date with timescales for receipt of information
  • Managing client expectations regarding payment of funds withdrawn from plans
  • Scanning all correspondence and saving to client files
  • Printing and sending out valuation reports to all clients on a half yearly basis or as and when required.
  • Sending out letters on a monthly basis requesting clients contact us to arrange an appointment for an annual review.
  • Creating review packs ready for when a client is seen by the adviser – valuations, investor reports and how much money a client has made over the past 12 months.
  • Opening and dealing with all incoming/outgoing post accordingly.
  • Typing letters for clients
  • Ordering stationery
  • Creating new packs for advisers when they see either a new or existing client.
  • Using the franking machine i.e. franking the external mail or topping up the credit balance
  • Keeping back-office system up to date with all client information
  • Arranging appointments with either Clients or Company Representatives and updating adviser’s diaries. 

The successful candidate: 

  • Previous admin experience.
  • Excellent time management and organisational skills.
  • MS office knowledge
  • Ability to work on your own and as part of a team.
Glu Recruit LTD are an equal opportunities employer and are acting as a recruitment agent in the hiring of this role.

Glu Recruit LTD ensure that all qualified applicants are considered for employment in the role that they have applied for, and any other suitable opportunity that we advertise without regard to age, belief, colour, ethnic/national origin, gender identity, race, religion, sex, sexual orientation or based on disability. If you require any additional support to apply for this role, or any other role that we advertise please contact us directly for assistance.
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