Back to results list

Office Administrator

Location: CHELMSFORD, ESSEX, UNITED KINGDOM Salary: 18,000-22,000 GBP (UK Pounds) Per annum
Sector: Business Support Job Type: Permanent
Shift Type: N/A Applications: 25
Posted: about 1 month ago Reference: X3-436208

Office Administrator
Chelmsford, Essex
£18,000 - £22,000 DOE

Reed are currently helping a well-established business based in Chelmsford who are looking for an experienced Administrator to join their team. The company has a good structure and offer progression in the future for the right candidates.
Start date - immediately!

Core Administration Duties
To provide day-to-day administration support to the Operations team in order to provide our clients with excellent client service, including but not limited to:
• Prepare and planning reports for the Senior members of team and their clients
• Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
• Liaise with product providers to obtain fees and charges on specific products
• Obtain and assist with the completion of application/instruction forms and fact finds
• Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
• Uploading plan statements and other documents to client records following agreed naming conventions
• Maintain accurate client information and record client interaction on the back office system
• Assist with the onboarding process of new clients
• Assist with the annual review process of existing clients
• Any additional ad-hoc requests and support on company projects as and when required

• Treat all data with complete confidentiality and take reasonable steps to protect this at all times.
• Treat our customers fairly at all times, referring to your Line Manager or the Head of Compliance for guidance if necessary.
• Act in accordance with Compliance procedures and FCA Regulations at all times to ensure regulatory requirements and company policies are correctly followed.
• Maintain client records and update client information on back office systems to keep an effective audit trail.

Work Experience

• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Previous experience in an administration role.

• Previous experience of working in similar role
• Previous experience of working within financial services

If you are highly interested in this position and feel you have the relevant skills and experience required then please apply Now!!

Similar jobs