Administrator

2 weeks ago


Bath, United Kingdom Reed Full time

Reed Business Support in Bath is working with a Bath based business in their search for an Administrator to join their Operations team.

Temporary 

35 hours per week

Office based

£22,000 – depending on experience

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


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