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Graduate Administrator

4 weeks ago


Bath, United Kingdom Page Personnel - UK Full time

Outstanding Opportunities for Progression
- Comprehensive On-The-Job Training and Support

**About Our Client**:
Our client, a professional people-centred business within the Financial Services sector have a vacancy for an enthusiastic Graduate Administrator to join their team due to an internal promotion.

Duties and responsibilities of the Graduate Administrator include, but are not limited to:

- Prepare and package reports for your team and their clients
- Preparation of templated client letters, such as change of address
- Liaise with other departments to obtain fees and charges on specific services
- 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

**The Successful Applicant**:

- Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
- 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.
- Desire to learn and build skills and ability through Personal Development Plan.

**What's on Offer**:

- A competitive salary of £22-24k per annum
- 25 days' holiday, rising to 28 days following completion of 3 years' service
- Excellent opportunities for fast promotion and progression
- Paid study leave and free external training and study courses
- Private Healthcare
- Employee Assistance Program
- Gym discounts
- Internal recognition scheme
- Contact
- Beth Fitzgerald
- Quote job ref
- JN-062023-6075892
- Phone number
- +44 117 906 5524


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