Administrator
7 months ago
OutThere RPO are supporting a Financial Services organisation hire an Administrator. The primary purpose of the role is to support the client servicing team in carrying out administrative tasks. This role provides the opportunity to undertake a Level 4 Financial Adviser qualification.
**Essential Duties**:
To add new clients and ‘fact find’ information onto company Management Information System (MIS) (Curo) from data received via the Adviser/Case Manager and/or client
To provide administrative support to Report Writers/Case Managers and the Head of Client Servicing
To process entries on company MIS systems (Inc. Curo) including new business, tasks, and diary entries
Various post sales client servicing administrative duties such as: CLI maturities, commission enquiries, dealing with general client and Adviser queries
Handle incoming calls from clients, with the aim of providing information and guidance to solve queries
Responsible for undertaking general office housekeeping particularly within the teamwork area
Responsible for LOA’s - sending to providers, checking receipt of information, and updating policy information on Adviser Office to the required standard
To work closely with IT to ensure administrative systems are automated and work efficiently, where possible
To be the responsible person for Health & Safety in terms of new staff induction guidance
To provide reception cover, including post duties, as and when required
**Key Skills Required**:
Good understanding of Microsoft packages - Excel, Word, Outlook
GCSE level qualifications in Maths & English
Previous experience working in an office environment
Excellent written English and effective verbal communication skills
Capability to work as part of a team in an open office environment
Ability to work to deadlines, use initiative and able to take direction
Ability to plan, prioritise and organise tasks
Ability to problem solve, use own judgement, and make decisions.
Good knowledge of the financial services industry and products, to aid research and queries
Hours of work are 9am - 5.30pm with a one hour lunch break.
Please do get in touch to discuss the role further.
- Please note that no terminology within this advert is intended to discriminate on the grounds of a person’s gender, marital status, race, religion, colour, age, disability, or sexual orientation. Each applicant will be assessed in accordance with their merits, qualifications, and ability to perform the duties of the job._
**Benefits**:
- Company events
- Company pension
- Life insurance
- Private medical insurance
Schedule:
- Monday to Friday
**Education**:
- GCSE or equivalent (preferred)
Ability to Commute:
- PO10 7BT. (required)
Work Location: In person
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