Reed Business Support in Bath is working with a Bath based business in their search for an Administrator to join their Operations team.
This Administrator role would suit someone to graduate calibre either looking for their first job or with 1 year + administrative experience.
Permanent
35 hours per week, Monday to Friday
Office based
£22,000 - £23,000
To provide day-to-day administration support to the Operations team in order to provide their clients with excellent client service, including but not limited to:
- Prepare and package reports
- Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
- 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
Ideally you will have:
- Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
- Previous experience in an administration role
- Experience of working in a small to medium sized environment
- Desire to deliver exceptional service at all times
- Ability to consistently deliver within service standards
- Excellent organisational skills, flexible and proactive approach to getting the job done
- Strong interpersonal skills, both written and verbal communication
- Accuracy and attention to detail to balance demands of role
If you are interested in this role please click ‘apply' and email your cv to