Office Administrator

3 months ago


Porthcawl, United Kingdom Abacus Assurance Financial Services Ltd Full time

**About us**

Abacus Assurance Financial Services Ltd, Financial Advice Firm

**Office Administrator - Full time employed**

Working as part of a small team at a long standing and highly respected Independent Financial Advice Firm.

**The Rewards**

Challenging working environment The chance to extend your skills and experience with lots of ‘on the job’ training Joining an engaging atmosphere, you will be able to feel part of something and be part of a team that works hard to provide clients with top class advice and service.

**The Role - Administrative Assistant**

You will be tasked with providing superb levels of support to Clients and the team within the office. You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients. Full training will be given and there is scope within this role to progress and develop your knowledge. You will be primarily involved with multiple admin activities, you will also manage and collate company data.

**Specifically your role will involve**:
Processing new business.

Correspondence for clients and providers.

Working with back office systems, collating reviews and financial data.

Preparing cases and client review files

**The Person - Administrative Assistant**

To be considered as an Administrative Assistant, you will need: Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential.

Excellent customer service and the ability to build a rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word and other Microsoft Office Programs

It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

Desirable, experience in back office systems such as Intelliflo, XPlan or similar Experience in dealing with accounts is also useful but not essential.

Salary dependent upon experience

**Job Types**: Full-time, Permanent

**Salary**: £17,500.00-£25,000.00 per year

Schedule:

- Monday to Friday
- No weekends

COVID-19 considerations:
All customers wear masks and sanitise hands before entering office

**Education**:

- GCSE or equivalent (required)

**Experience**:

- Administrative Assistants & Receptionists: 3 years (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person



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