Office Administrator

1 week ago


Leamington Spa, Warwickshire, United Kingdom Beaufort Wealth Management Ltd Full time
We are a Firm of Independent Financial Advisers based in Warwick (CV34). We currently have 6 Financial Advisers and 10 support staff, who are a mixture of administrators and paraplanners. We are a growing Company who are looking for an office administrator (Temporary basis)

The role would include the following tasks:

  • Sort, scan and action the daily post received from clients and industry Providers.
  • Answer telephones clients and Providers
  • Print and frank daily post
  • Responsibility for opening and shutting office/keeping office tidy
  • Place orders with local supermarket and Amazon weekly supplies
  • Prepare correspondence to be sent to client(s), Insurance companies and third parties
  • Prepare, process and chase Letters of Authority and Transfer of Servicing Rights with clients and Providers
  • Process clients change of address with clients and Providers
  • Maintain internal customer database adding/amending clients and policies
  • Produce client valuations
  • Add communications to the Client Portal
  • Monitor company/printed stationary, and reorder when required
  • Contact suppliers with any office related issues ie photocopier/waste collection/plumbing
  • Ad hoc admin tasks delegated by Operations Manager
Skills, Knowledge & Experience

  • Strong written and verbal communication skills
  • A personable approach
  • The ability to listen and follow instructions
  • Quality of work attention to detail
  • Ability to plan and organise your time effectively ability to manage multiple tasks
  • Ability to prioritise workload and work to deadlines
  • Experience of working in a client facing role
  • A team player prepared to assist other members of the team to achieve team and individual objectives, particularly in busy periods
  • Ability to demonstrate personal development

Company details

  • Office based role
  • Working hours Monday to Friday, 95pm with an hour for lunch
  • Position available immediately

Salary:
From £19,000.00 per year

Schedule:

  • Monday to Friday

Work Location:
In person

Application deadline: 15/03/2023

Expected start date: 20/03/2023

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