Office Administrator

Confidential; Pickering; On-site; GBP 23,000 - 30,000; Full time

Benefits offered by this job

Birthday off

Lunch provided

Training & qualifications

Performance bonus

Dog-friendly office

Free financial advice

Job summary

KD Recruitment Limited is seeking a proactive Office Administrator to join a busy, sociable office in Pickering. You will manage your own workload, support the team, and keep client records accurate and compliant as part of a growing financial services business.

The role offers permanent employment with varied tasks, training, and a friendly, dog-friendly environment. You’ll develop knowledge of legislation and reporting while supporting clients and colleagues daily.

Qualifications

• Previous administration experience is essential.
• Strong organisational skills and excellent attention to detail.
• Proactive approach and ability to use own initiative.
• Good written and verbal communication skills.
• Confident when speaking with clients by telephone.

Responsibilities

• Completing and processing client forms and documentation.
• Contacting clients to chase outstanding information, documents and signatures.
• Ensuring documentation is received and recorded for compliance.
• Keeping client information and records accurate and up to date.
• Using multiple systems to manage information and processes.
• Creating reports and letters from templates to clients.
• Communicating confidently with clients by telephone and email.

Skills

Admin experience

Attention to detail

Communication

Initiative

Phone communication

Time management

Confidential handling

IT skills

Tools

IT systems

Job description

Are you a proactive and confident Office Administrator who enjoys working in a busy, sociable environment where no two days are quite the same?

Would you like to join a growing financial services business in Pickering, where you ll be trusted to manage your own workload, build relationships with clients and develop your knowledge along the way?

We are looking for an organised and personable Office Administrator to join our client s friendly, open-plan office.

This is a permanent opportunity offering plenty of variety. You ll be working with different systems, communicating regularly with clients and supporting the team with the administration needed to keep client records accurate, compliant and up to date.

You don t need to know everything about the industry day one. What s important is that you re proactive, confident communicating with people and comfortable taking ownership of your work. You ll receive training and development to build your understanding of the legislation and compliance and reporting as your job evolves.

The office is busy, chatty and collaborative, with a relaxed dress code and it s dog friendly too!

What the Office Administrator job involves

• Completing and processing client forms and documentation.
• Contacting clients to chase outstanding information, documents and signatures.
• Ensuring the required documentation is received and recorded for compliance purposes.
• Keeping client information and records accurate and up to date.
• Using a number of different systems to manage information and administrative processes.
• Creating reports and letters from templates to send to clients.
• Communicating confidently with clients by telephone and email.

This role would suit someone who enjoys taking responsibility for their work rather than waiting to be given their next task.

Skills required

• Previous administration experience is essential.
• Strong organisational skills and excellent attention to detail.
• A proactive approach and the confidence to use your own initiative.
• Good written and verbal communication skills.
• Confidence speaking with people over the phone.
• The ability to self-manage and prioritise a varied workload.
• Good IT skills and the ability to learn and work across several different systems.
• A professional approach when handling confidential information.

Other information

• Full time working 8:30am 5:00pm Monday to Thursday and 8:30am 1:30pm Friday
• 20 days annual leave plus bank holidays.
• Your birthday off.
• Lunch provided each day.
• Access to free financial advice.
• Performance-related end-of-year bonus.
• Training and development including paid for professional qualifications.
• A friendly, open-plan and dog-friendly working environment.

KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications.