Admin Support

Optima Recruitment; Godalming; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Contributory pension

Private healthcare

Free car parking

Job summary

Optima Recruitment Limited is seeking a Pension Administrative Assistant in Godalming to join a financial sector team. The role focuses on providing administration support to the Pension Administrator and delivering high-standard client service.

Benefits include a contributory pension and private healthcare, with extensive holiday and flex time. 37.5 hour week, core hours 10.00-16.00, Monday to Friday, with opportunities to support exams and training costs.

Qualifications

• Good grasp of modern office practices.
• Organisational skills and ability to multitask.
• Proficient in Microsoft Office and client communication.

Responsibilities

• Liaise with the new business department to ensure application information is accurate and complete.
• Generate database records to establish new pension schemes in a timely and accurate manner.
• Maintain and record client data and transactions.
• Distribute incoming mail to the appropriate recipient.
• Update and maintain database records accurately and efficiently.
• Generate standard client correspondence.
• Maintain schedule of dates to process all administrative duties.
• Log copies of all correspondence under appropriate references.
• Handle client phone calls.
• Photocopying and printing off standard database reports, both routinely, and upon request.
• Undertaking other tasks at the consultant's request to ensure efficient operation of the office.

Skills

Office administration

Organizational skills

Multitasking

Communication

Teamwork

Client interaction

Tools

Microsoft Office

Job description

Admin Support

Location: Godalming

Hours: 09:00 - 17:30

Salary: £25,000

Holiday: 25 days holiday

Benefits: Contributory pension & private healthcare

Job Description – Pension Administrative Assistant

This is an exciting opportunity to join a very well established Company that operate in the Financial Sector

Benefits include:

Competitive Salary, 25 days holiday (3 reserved for Christmas) plus flex time, free car parking, 5% Pension contribution through auto enrolment pension scheme, private health care scheme, 4x salary death benefit and help with exams through time off for study and with exam costs and study material.

Key responsibilities:

As a member of the pension administration team, you will be expected to provide administration duties and support to the Pension Administrator and report to the Pension Consultant to provide a dedicated office and client service.

Duties to include:

• Liaising with the new business department to ensure application information is accurate and complete
• Generating database records to establish new pension schemes in a timely and accurate manner
• Maintaining and recording client data and transactions
• Distributing incoming mail to the appropriate recipient
• Updating and maintaining database records accurately and efficiently
• Generate standard client correspondence
• Maintaining schedule of dates to process all administrative duties
• Logging copies of all correspondence under appropriate references
• Handling client phone calls
• Photocopying and printing off standard database reports, both routinely, and upon request
• Undertaking other tasks at the consultant's request to ensure efficient operation of the office

Working hours:

37.5 hours per week. 9am - 5.30 (Core hours 10.00am to 4.00pm, Monday to Friday)

Skills/Experience required:

• A good grasp of modern office practices
• Organisational skills
• Ability to multitask, and plan own workload to meet business requirements and service level agreements
• Numerate, with good Microsoft Office skills
• Articulate, with ability to speak to high-net-worth individuals and senior level staff
• Good team player with excellent communication skills

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited's Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer