Business Administrator
5 months ago
Business Administrator - Sunderland
This is a Business Administrator role to work for a financial advisory practice based on outskirts of Sunderland.
Working collaboratively with Financial Advisers and other colleagues, you will assist in key administrative tasks. You will learn all aspects of the business and become a valued member of the team.
This role would suit a school or college leaver looking to get their foot in the door into a professional services business.
RESPONSIBILITIES
- Opening and distributing all post items received into Head office as part of the Business Administration team.
- Identifying and categorising post items and distributing them to relevant person/team.
- The ability to scan post effectively, uploading to correct business record.
- Create and maintain files to log unidentified post items ensuring all data is captured whilst remaining within GDPR guidelines, ensuring the data is tracked and followed up within departmental SLA’s.
- Receive incoming telephone calls from internal staff/advisers and financial institutions in relation to post/post queries and redirecting incoming calls if required.
- Processing multiple types of outgoing post: recorded, special delivery, parcels, non-Royal Mail and international correspondence.
- Being able to effectively use the company franking machine, ensuring the balance remains topped up and dealing with any error messages, to ensure business as usual.
- Liaise with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process.
- Create, maintain and manage a precise record of pipeline in relation to Letters of Authority and schedule follow up chases to be carried out at a future date.
- Dealing with cross departmental queries.
To be considered you will have a good standard of education with minimum grades C in Maths and English Language.
You will also have a hard working and professional attitude as well as an enthusiasm and keenness to learn.
**Job Types**: Full-time, Permanent
**Salary**: £19,000.00-£21,000.00 per year
**Education**:
- GCSE or equivalent (required)
Ability to Commute:
- Sunderland (required)
Work Location: In person
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