At a Glance
- Tasks: Support the Pension Administrator with admin tasks and ensure smooth office operations.
- Company: Join a dynamic team in Godalming focused on exceptional client service.
- Benefits: Enjoy 25 days holiday, flexi time, free parking, and private healthcare.
- Other info: Earn £100 for referring a friend and enjoy excellent career growth opportunities.
- Why this job: Gain valuable experience in a supportive environment while making a real impact.
- Qualifications: Strong organisational skills and proficiency in Microsoft Office required.
The predicted salary is between 22500 - 28600 £ per year.
As part of the pension administration team, you will support the Pension Administrator with administrative tasks and assist the Pension Consultant in delivering efficient office operations and exceptional client service.
Based in Godalming.
Salary: £25,000 - £26,000 (DOE)
Working hours: Monday - Friday, 37.5 hours per week.
Benefits:
- 25 days holiday + bank holidays (3 reserved for Christmas)
- Flexi time (core hours 10am - 4pm)
- Free car parking
- 5% Pension contribution
- Private health care scheme
- 4x salary death benefit
- Study support
Job Description:
- Collaborate with the new business department to verify the accuracy and completeness of application information.
- Create and update database records to efficiently establish new pension schemes.
- Maintain and record client data and financial transactions with precision.
- Distribute incoming mail to the appropriate recipients.
- Ensure database records are accurately maintained and regularly updated.
- Draft and generate standard client correspondence.
- Manage schedules to ensure timely completion of administrative tasks.
- Log and file copies of correspondence under appropriate references.
- Handle client phone inquiries professionally and efficiently.
- Print and photocopy standard database reports as required, both routinely and on request.
- Assist consultants with additional tasks to support the smooth operation of the office.
Person Specification:
- Strong understanding of modern office procedures and best practices.
- Excellent organisational skills with the ability to prioritise tasks effectively.
- Strong multitasking abilities, capable of managing workload to meet business needs and service level agreements.
- Numerically proficient with solid Microsoft Office skills.
- Confident and articulate communicator, able to engage with high-net-worth individuals and senior professionals.
- Effective team player with outstanding communication and interpersonal skills.
Temporary Part-Time Admin Assistant (Enhanced DBS required) in Surrey employer: Optima Recruitment
Optima Recruitment is an excellent employer, offering a dynamic work environment in Epsom where teamwork and customer satisfaction are at the forefront. Employees benefit from competitive salaries, overtime opportunities, and a comprehensive holiday and pension scheme, all while enjoying a culture that promotes hands-on experience and professional growth in the installation sector.
