Administration Assistant - Middlesbrough, United Kingdom - The Staffing Experts

The Staffing Experts

Verified Company

Middlesbrough, United Kingdom

1 week ago

Posted by:

Tom O´Connor

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Description

We are currently looking for an experienced Administrator to join a leading firm of financial advisors. You will be joining a dynamic, growing team based in the Middlesbrough area.

Details of the role:

Working out of our clients offices based in Middlesbrough you will be supporting the Senior Administrator, Financial Advisers and team members in carrying out various tasks for clients delivering the highest quality service in an efficient manner.

We are looking for a confident, customer focused, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.

We are looking for someone who is wanting to stay within the role and develop becoming a leading asset to the company.

You will be primarily involved with multiple client's and business focussed administration activities.

Responsibilities of the role:

Preparation of client files for Adviser Meetings
Answering the telephone, taking messages and referring or helping where possible
Greeting visitors to the office and taking relevant information
Day to day operational and administrative duties to support the business including responsibility for office tidiness and stationery/stock levels
Work closely with the PA to the Director to ensure business administration tasks are completed timeously.
Dealing with post and distributing
Accurate completion and maintenance of the internal customer relationship management system
Liaising with adviser and clients to ensure excellent service is delivered
Develop and maintain effective relationships with colleagues and third parties
Be aware and act upon any compliance, risk and quality issues
Provide holiday cover for both the Senior Administrator and the Pensions and Investment Administrator (full training will be given)

Key skills and Knowledge:

A minimum of 2 years' experience in a similar role
Experience with Microsoft Office specifically Excel /Word (knowledge based testing will take place during second interview)
Conscientious and organised with a strong attention to detail
Excellent communication skills both verbal and written with an eye for detail
Great numerical aptitude
Ability to work to set deadlines
Excellent customer service/ ability to build rapport and manage client relationships
Excellent time management and planning skills

Please note this role does involve a 2 stage interview procedure with testing taking place is successful and shortlisted for 2nd interview.

Due to the location of this role having use of your own vehicle is required.

Monday - Friday 8:50am - 5:05pm

Job Types:
Full-time, Permanent

Salary:
Up to £22,000.00 per year

Schedule: