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Financial Services Administrator
- Location: Leicester
- Job Type: Permanent, Full-Time
- Salary: up to £25k DOE
Reed Financial Services are partnering with a national Financial Advisory firm are seeking an experienced Office Administrator to join our support services team and contribute to groupwide projects. This role is ideal for a highly organised individual with a passion for customer service and a knack for handling a variety of administrative tasks efficiently.
Day to Day of the role:
- Provide excellent customer service to clients, advisers, and third parties, maintaining and improving client relationships.
- Handle client enquiries on the telephone, responding to queries and correspondence in line with service level agreements (SLAs) and internal deadlines.
- Follow work checklists, flowcharts, and procedure notes to mitigate financial and reputational risk.
- File all incoming documentation according to internal processes and standards.
- Engage with third-party providers to obtain accurate scheme valuations and property-specific data.
- Update systems with accurate, up-to-date information in a timely manner.
- Adhere to company/departmental policies and procedures, promoting a culture that supports good customer outcomes.
- Suggest and implement process changes as directed by the Manager.
- Maintain up-to-date knowledge of legislative practices and changes relating to pensions administration.
- Contribute to and deliver on projects within set timescales.
- Take responsibility for personal development and training needs.
Required Skills & Qualifications:
- A minimum of 2 years’ administration experience.
- Technical expertise in administrative tasks.
- Exceptional customer service and team working skills.
- Ability to work independently and adapt to changing tasks at short notice.
- Strong time management skills, with the ability to meet tight deadlines without compromising accuracy.
- Conscientious with excellent attention to detail.
- Proficiency in Microsoft Office applications.
- Strong organisational, written, and oral communication skills.
- Good numeracy and literacy skills.
Benefits:
- Competitive salary and benefits package.
- Opportunities for personal and professional development.
- A supportive and collaborative work environment.
- A role that offers variety and the opportunity to work on exciting projects.
To apply for the Office Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
