Role Summary
Office Administrator is responsible for undertaking a range of tasks applicable to the support services team and groupwide projects e.g. HMRC projects, re-registration projects, best practice projects etc. Works as part of a team to assist in the delivery of the successful individual tasks.
Key Accountabilities
- Responsibility to provide excellent customer service to all clients, internal clients, advisers and third parties.
- Maintains and improves internal client relationships, effectively handling client enquiries, both complex and simple through a range of channels including email, chat and telephone.
- Respond to a range of queries and correspondence, ensuring all work is processed in accordance with SLAs and internal deadlines.
- Work checklists, flowcharts, procedure notes are followed and completed at all times to reduce financial and reputational risk.
- Promotes the culture, conduct and behaviours required to support good customer outcomes, setting an example to the team at all times – role models the PEER values. Takes ownership of all actions and processes completed.
- Filing of all incoming documentation according to the internal processes and standards.
- Completes banking of cheques as necessary (full driving licence, MOT certificate and proof of business insurance required).
- Engaging with 3rd party providers to obtain .accurate investment valuations, including bank statements, and updating systems accordingly.
- Updating systems to ensure the most accurate, up-to-date information is recorded in a timely manner.
- Completes all mandatory training within 1 month of it being issued and without reminders being required for completion.
- Awareness of and adherence to Company/Departmental and product specific procedures and policies, working by example in line with company values.
- Highlight any required process changes to Manager immediately, making any required amendments as agreed and directed and in line with process in place.
- Take personal responsibility for ensuring knowledge of HMRC & TPR & ICO legislative practices and changes relating to all Pensions administration and business products are kept up to date using all resources available.
- Contribute to projects when requested and deliver within set timescales.
- Take personal responsibility for own development, highlighting training needs to the Manager.
- Comply with the Health & Safety Guidelines as set out in the Health & Safety Management System document.
- Demonstrate behaviours in line with our Company Values ‘PEER’.
- Ensure compliance with our Company policies, procedures and guidelines.
- Demonstrate behaviours in line with our Company Values ‘PEER’.
- Ensure compliance with our Company policies, procedures and guidelines.
- The role may be subject to credit & DBS checks.
Skills & Experience required
- At least 2 years administration experience.
- Technical expertise in all areas of administration
- Excellent customer service skills.
- Team working skills as well as the ability to work independently under own initiative.
- Flexible approach to work and the ability to multi-task and move between tasks within the department at short notice.
- Ability to manage own workload considering quantity /quality and the solutions and outcomes required at the time.
- Ability to work within tight deadlines whilst maintaining accuracy on either complex or repetitive tasks.
- Conscientious with an excellent attention to detail
- Sound knowledge of all Microsoft Applications.
- Strong organisational skills.
- Excellent written and oral communication skills.
- Strong numeracy and literacy skills.
- Good communication skills, with the ability to structure communication to meet the needs of the client and teams.
To apply, please email Careers and attach your CV.