Part Time Client Administrator
5 days left
- Contract Type
JOB TITLE: Part Time Client Administrator
LOCATION: Wellington, Somerset
SALARY: ??20,000 - ??23,000 PA DOE (pro-rata)
HOURS: 15 - 22.5 hours per week
BENEFITS: Friendly and highly welcoming team, impressive local reputation - this really is a company you would be proud to work for, luxurious office with convenient location, attractive starting salary and pension scheme, generous annual holiday allowance of 25 days + Bank Holidays (pro - rata), fully expensed Summer and Christmas employee parties.
THE ROLE: Office Angels Taunton are currently recruiting for a Part Time Client Administrator for a highly established, successful and renowned corporate company based in Wellington, Somerset.
MAIN DUTIES WILL INCLUDE:
Maintaining client records
Preparing client valuation reports, client review reports and maintaining client files
Uploading file notes to the back office system
Completing, submitting and following up applications, ensuring new business cases are processed in a compliant manner
Requesting required documentation from clients and sending policy documents to clients
Ordering quotes and requesting policy details for consultants
Providing general administrative support of the team including correspondence, email monitoring, filing etc
Submitting and processing surrender requests, death claims etc
Provide holiday cover for other administrators, as required
Provide training for new and existing administrators, as required
Ensure that significant risk issues are referred to the firm's Management TeamWe would love to hear from candidates who have:
Exceptional administrative experience in a regulated, corporate environment
Excellent organisational and time management skills
Effective and positive communicator Attitude really is key for this role, you will need to have the desire to complete tasks to the highest standards and in a timely fashion, a positive and proactive approach to work and a calm and considered outlook in approaching problem solving.
HOW TO APPLY: If this position has caught your attention and you would like to apply then please do so online or email your CV to (url removed). If you'd prefer to speak on the phone before applying, then we really do welcome you to call for a chat on (phone number removed).
We look forward to hearing from you.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information - please copy and paste the following link in to your browser