Pension Admin & Client Services Support

2i Recruit Ltd; Godalming; On-site; GBP 18,000 - 23,000; Full time

Benefits offered by this job

Life cover 4x salary

Pension contributions 5%

Free parking

Job summary

2i Recruit Ltd in Godalming is seeking an Admin Support to join a financial services team. No prior office experience is required, but a positive attitude and strong telephone manner are essential to provide excellent client service.

Key duties include relaying communications, updating client and transaction records, and supporting the Pension Consultant. The role emphasizes a friendly work environment with progression opportunities and a solid foundation in administration and client service.

Qualifications

• Excellent telephone manner.
• Strong organisational skills with the ability to prioritise tasks.
• Proficiency in Microsoft Office.
• Initiative and the ability to work both independently and as part of a team.

Responsibilities

• Relay communications to the appropriate parties.
• Ensure clients receive exceptional service.
• Complete all tasks in a timely, accurate, and efficient manner.
• Maintain a strong understanding of company procedures and adhere to established service standards.
• Stay updated with office practices, particularly regarding database management and Word processing software.
• Contribute positively to the office environment, responding flexibly to company needs and supporting colleagues.
• Collaborate with the New Business department to ensure application details are accurate and complete.
• Create database records to establish new pension schemes efficiently.
• Manage and update client data and transaction records.
• Distribute incoming mail to relevant parties.
• Log all correspondence under the correct references.
• Handle client phone calls professionally.
• Assist the Pension Consultant with additional tasks to support office operations.

Skills

Telephone etiquette

Organisational skills

Microsoft Office

Teamwork

Tools

Microsoft Office

Database management

Job description

2i Recruit Ltd in Godalming is seeking an Admin Support to join a financial services team. No prior office experience is required, but a positive attitude and strong telephone manner are essential to provide excellent client service.

Key duties include relaying communications, updating client and transaction records, and supporting the Pension Consultant. The role emphasizes a friendly work environment with progression opportunities and a solid foundation in administration and client service.