Graduate Administrator - Bath, United Kingdom - Page Personnel - UK

Page Personnel - UK

Verified Company

Bath, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Outstanding Opportunities for Progression

Comprehensive On-TheJob Training and Support

About Our Client:

Our client, a professional people-centred business within the Financial Services sector have a vacancy for an enthusiastic Graduate Administrator to join their team due to an internal promotion.

Duties and responsibilities of the Graduate Administrator include, but are not limited to:

Prepare and package reports for your team and their clients
Preparation of templated client letters, such as change of address
Liaise with other departments to obtain fees and charges on specific services
Obtain policy information, documents, factsheets, illustrations and product comparison quotes through appropriate sources
Uploading plan statements and other documents to client records following agreed naming conventions
Maintain accurate client information and record client interaction on the back office system
Assist with the onboarding process of new clients
Assist with the annual review process of existing clients
Any additional adhoc requests and support on company projects as and when required

The Successful Applicant:

Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business.
Ability to consistently deliver within service standards.
Excellent organisational skills, flexible and proactive approach to getting the job done.
Strong interpersonal skills, both written and verbal communication.
Accuracy and attention to detail to balance demands of role.
Desire to learn and build skills and ability through Personal Development Plan.

What's on Offer: