Office Administrator

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• Managing client expectations regarding payment of funds withdrawn from plans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.