Corporate Administrator - Bromsgrove, United Kingdom - Page Personnel Secretarial & Business Support
3 weeks ago
Description
Full time Corporate Administrator position with progression. This role is based in Bromsgrove.Client Details
Full time Corporate Administrator position based in Bromsgrove for a financial services organisation.
Description
- Book and confirm client appointments
- Prepare client files and joiner packs for meetings
- Administering and servicing schemes and individual members
- Rebroking existing schemes
- Processing all new business and providing regular updates on progress to clients and the advisers
- Maintain, monitor and oversee the smooth running of the scheme including reviews, renewals, new joiners and leavers
- Accurate record keeping
- Manage annual reviews
- Assist with marketing initiatives
- Work closely with the financial advisers to deliver teams goals and targets
- Work as part of a team and accept a shared responsibility for colleagues/workloads within team as required
- Routinely and consistently follow company procedures and compliance requirements
Profile
- Good working knowledge of Excel
- Knowledge of Autoenrolment legislation
- Knowledge of Pensions, Transfer Process and product and advice areas in the Financial Services sector
- Knowledge of Autoenrolment legislation
- Excellent numeracy, communication and organisational skills
- Development and implementation of initiatives, solutions and solving problems
- Excellent attention to detail, meticulous and tenacious in ensuring all work produced is accurate
- Can commute to Bromsgrove
Job Offer
- Full time salary
- Negotiable salary depending upon experience
- Free parking
- Corporate Administrator
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