Are you a proactive and confident Office Administrator who enjoys working in a busy, sociable environment where no two days are quite the same?
Would you like to join a growing financial services business in Pickering, where you’ll be trusted to manage your own workload, build relationships with clients and develop your knowledge along the way?
We are looking for an organised and personable Office Administrator to join our client’s friendly, open-plan office.
This is a permanent opportunity offering plenty of variety. You’ll be working with different systems, communicating regularly with clients and supporting the team with the administration needed to keep client records accurate, compliant and up to date.
You don’t need to know everything about the industry day one. What’s important is that you’re proactive, confident communicating with people and comfortable taking ownership of your work. You’ll receive training and development to build your understanding of the legislation and compliance and reporting as your job evolves.
The office is busy, chatty and collaborative, with a relaxed dress code – and it’s dog friendly too!
What the Office Administrator job involves
You’ll provide day-to-day administrative support to the team while helping to ensure clients receive an efficient and professional service.
- Completing and processing client forms and documentation.
- Contacting clients to chase outstanding information, documents and signatures.
- Ensuring the required documentation is received and recorded for compliance purposes.
- Keeping client information and records accurate and up to date.
- Using a number of different systems to manage information and administrative processes.
- Creating reports and letters from templates to send to clients.
- Communicating confidently with clients by telephone and email.
This role would suit someone who enjoys taking responsibility for their work rather than waiting to be given their next task.
Skills required
We’re looking for someone who is organised, approachable and comfortable working in a busy environment. You’ll ideally have:
- Previous administration experience is essential.
- Strong organisational skills and excellent attention to detail.
- A proactive approach and the confidence to use your own initiative.
- Good written and verbal communication skills.
- Confidence speaking with people over the phone.
- The ability to self-manage and prioritise a varied workload.
- Good IT skills and the ability to learn and work across several different systems.
- A professional approach when handling confidential information.
Other information
- Full time working 8:30am–5:00pm Monday to Thursday and 8:30am–1:30pm Friday
- 20 days’ annual leave plus bank holidays.
- Your birthday off.
- Lunch provided each day.
- Access to free financial advice.
- Performance-related end-of-year bonus.
- Training and development including paid for professional qualifications.
- A friendly, open-plan and dog-friendly working environment.
This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency.
Due to the volume of applications we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role.
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