Administrator

Reed Business Support in Bath is working with a Bath based business in their search for an Administrator to join their Operations team.

Temporary 

35 hours per week

Office based

£22,000 – depending on experience

To provide day-to-day administration support to the Operations team in order to provide their clients with excellent client service, including but not limited to:

• Prepare and package reports
• Preparation of transactional templated client letters, such as letters of authority, change of address and client disengagement letters
• Obtain and assist with the completion of application/instruction forms and fact finds
• 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

Ideally you will have:

• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
• Previous experience in an administration role
• Experience of working in a small to medium sized environment
• Desire to deliver exceptional service at all times
• 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