Proactive Office Administrator — Client Care & Compliance

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

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.