Office Administrator (Job Ref 044)

Leicester Office

Permanent

Full Time

1 Role

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.