Trainee Office Administrator: Frontline Support & Growth

Perspective Financial Group Ltd; Dinnington; On-site; GBP 18,000 - 24,000; Full time

Benefits offered by this job

25 days holiday

Holiday purchase scheme

In-house training academy

Annual salary review

Day off on birthday

Life assurance & pension

Enhanced parental leave

Job summary

Perspective Financial Group Limited is seeking a Trainee Office Administrator to join our expanding team in a fast-paced, professional environment. You will be the initial point of contact for colleagues and clients, both on the phone and in person, while supporting the team with general administration and back-office tasks.

You will gain experience across phone handling, client communications, appointment setting, document processing, and basic IT systems.

Qualifications

• Excellent planning, organisational and multi-tasking abilities.
• Excellent communication skills at all levels.
• Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.

Responsibilities

• Taking phone calls, enquiries and requests, and handling them where appropriate.
• Taking inbound/outbound calls in a professional manner
• Emailing clients/providers in a professional manner
• Speaking to clients face to face in a professional manner
• Arranging Client Appointments
• Scanning
• Postal duties
• Learning our processes and procedures, including review packs and the processing of new business.
• Achieve a working knowledge of our back-office systems
• Achieve a working knowledge of our Teams Channels & phone system
• Placing stationary order and keeping stocks up to date

Skills

Microsoft Office

Teams

Outlook

Word

Excel

PowerPoint

Tools

Back-office systems

Job description

Perspective Financial Group Limited is seeking a Trainee Office Administrator to join our expanding team in a fast-paced, professional environment. You will be the initial point of contact for colleagues and clients, both on the phone and in person, while supporting the team with general administration and back-office tasks.

You will gain experience across phone handling, client communications, appointment setting, document processing, and basic IT systems.