Office Administrator

Are you a proactive and confident Office Administrator who enjoys working in a busy, sociable office 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 financial services from 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 areas including pensions, savings, investments, tax implications and fund switches.

The office is busy, chatty and collaborative, with a relaxed dress code – and it’s dog friendly too!

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.

• Supporting administration relating to pensions, savings, investments and fund switches.

• Communicating confidently with clients by telephone and email.

• Managing your own workload and prioritising tasks within a busy office.

• Working closely with colleagues to ensure work progresses efficiently.

• Developing your knowledge of financial services through ongoing training and support.

This role would suit someone who enjoys taking responsibility for their work rather than waiting to be given their next task.

We’re looking for someone who is organised, approachable and comfortable working in a busy environment. You’ll ideally have:

• Previous administration or office-based experience.

• 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 clients and following up for outstanding information.

• 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 client information.

• The ability to work well as part of a sociable and collaborative team.

• An interest in developing your knowledge of financial services.

Alongside a salary of £26,000–£27,500, you’ll receive:

• Permanent, full-time employment.

• 8:30am–5:00pm Monday to Thursday.

• 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 within pensions, savings, investments, tax implications and fund switches.

• A relaxed, casual dress code.

• 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.

KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website (url removed) where you will find all the information you need to know about how we will use and process your personal data.

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