We have a fantastic vacancy for a Trainee Office Administrator to join our expanding team. This is a multi-faceted role where you will gain experience in providing high quality office support in a busy and professional environment, which will be invaluable to the whole team. You will act as the point of contact for colleagues and clients, both over the phone and in person, as well as liaising with product providers and supporting the team with all aspects of the general office administration.
- 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
Due to the nature of the business, the role may also include additional responsibilities considered reasonable. Benefits 25 days holiday (exc. Bank holidays) Holiday Purchase scheme In-House Training Academy Annual Salary Review Day-off on Birthday Life Assurance & Pension Enhanced parental leave
You will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
- Confident with IT and Microsoft office software packages, especially Teams, Outlook, Word, Excel and PowerPoint.
- Ability to manage and prioritise workloads.
- 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.
- Flexibility/ adaptability to cope with change.
- A team player with a positive attitude
Shaped around you
We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you. 25 days holiday Pension Enhanced Parental Pay Life Assurance Learning & Development Employee Referral Scheme Perspective Financial Group Limited does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.
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Office Administrator in Dinnington employer: Perspective Financial Group Ltd
Perspective Financial Group Ltd is an excellent employer, offering a supportive and client-focused work culture in the picturesque location of Penrith. With a comprehensive benefits package that includes 25 days of holiday and opportunities for professional development, employees can thrive both personally and professionally while delivering high-quality financial advice to clients.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
