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Administrator / Customer Services - Entry Level
3 months ago
**Job Title: Office Administrator / Customer Service Admin**
**Location: nr.Guildford, Surrey**
**Hours: Full-time (9:00am to 5:30pm)**
**Salary: £20,000 - £24,000 experience dependent**
**The Role and Opportunity**:
An excellent opportunity to join a fast-growing, innovative, technology-focused Independent Financial Services company based on the outskirts of Guildford. They are seeking a customer-oriented Office Administrator who can handle various administrative tasks, including answering phones, greeting clients, processing documents, and coordinating with other team members.
**Responsibilities**:
- Answering the phones and being first point of contact for clients
- Meeting and greeting visitors
- Opening, scanning, and processing the daily post
- Producing and updating client documents through their back-office system
- Assisting in annual review bookings and preparations and working closely with paraplanners and advisers
- Speaking to insurance companies and providers, obtaining information on clients’ plans
- Work anniversaries and birthdays
- General administration for the team
**Experience and Skills Required**:
- Previous administration experience preferred
- Good IT skills, especially in Word and Excel
- High attention to detail and strong organizational ability
- Good written communication skills
- Flexible approach to working
- Ability to juggle tasks, prioritize, and work well under pressure
- Able to work to own initiative
**About the company**
This is a fantastic opportunity for someone looking to start their career in wealth planning administration or who is looking for a varied, customer orientated role. The company has 25 in the team and the offices are modern and in a fantastic location.
Holiday: 20 days holiday (plus 3 days for Christmas close) increasing by a total of 5 days over the first 5 years of service
Other Benefits: £100,000 life cover, Income Protection Insurance, Wellbeing Budget of £25 per month, Free parking at the office, Financial support for exams and study leave if desired.
**Salary**: £20,000.00-£24,000.00 per year
Schedule:
- Monday to Friday
Work Location: In person
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