Administrator, Alton

  • Location: Alton
  • Job Type: Permanent
  • Industry: Admin
  • Salary: £23000 - £25000
  • Hours:

Working as an Administrator for a successful business in Alton, this is an ideal opportunity for you to showcase your proven administrative abilities.

As the Administrator, you will play a pivotal role within the business, supporting clients and internal colleagues. In this role, you will be able to demonstrate your administration experience, excellent time management skills and ability to multitask.

Daily Responsibilities:

  • Sending letters of authority to providers to obtain current plan information
  • Arranging internal fund reviews and reports to be written
  • Running risk questionnaires
  • Preparing reports for sending to clients
  • Submitting new business
  • Liaise with clients, accountants, solicitors and product providers
  • Ensure clients and advisers are kept up to date with progress
  • Dealing with client requests
  • Book client meetings and preparing packs for these meetings
  • Audit of client’s records
  • Routine maintenance of cash accounts
  • General office duties such as opening the post, answering the phone and making client refreshments

Essential Skills:

  • Time management and organisation
  • Verbal communication skills – telephone and written word
  • Basic understanding of Word, Excel and Outlook
  • Adaptable to changing procedures

 

If you are seeking your next administration opportunity working for a renowned local business, then click ‘Apply’ now or give us a call for more information.

 

Thank you for your interest in this role. if you do not hear from us within 5 working days unfortunately your application has not been successful.

On Track Recruitment & Training Ltd. is committed to applying equal opportunities at all stages of recruitment and selection, in line with its Equality, Diversity and Inclusion policy in addition to our duty under the Equality Act 2010 to have due regard to the need to eliminate discrimination; to advance equality of opportunity.

Apply for Job