Job Title: On-Boarding Administrator
Location: Sunderland (office-based)
Company: Protected Trust Services (PTS)
Contract Type: Full-Time, Permanent
Salary: Competitive
About Us
Protected Trust Services (PTS) is a leading name in the travel industry, providing financial protection and regulatory support to travel businesses across the UK. We help our members trade confidently and compliantly, backed by robust systems, expert guidance, and a personalised service.
Due to continued growth, we’re looking for a highly organised and personable On-Boarding Advisor to join our friendly team in our Sunderland office. You'll be working closely with the team to deliver a seamless onboarding experience to new PTS members.
The Role
As an On-Boarding Advisor, you’ll play a key part in the early stages of the member journey, from assessing new member applications and issuing contracts to gathering key business information and conducting handover calls via Teams or in person.
This is a fast-paced, people-focused role ideal for someone with excellent organisation skills, a keen eye for detail, and a passion for delivering great service.
Key Responsibilities:
- Support the New Member Manager in onboarding new clients
- Review applications and assess key details, including compliance documentation
- Issue contracts and manage the collection of member information
- Maintain clear, up-to-date records in internal systems
- Conduct Teams or face-to-face calls to hand over and guide new members
- Liaise with internal teams to ensure a smooth transition into the PTS network
- Help troubleshoot and guide members through early queries and setup
- Assist in improving onboarding workflows and member communications
Desirable:
- Highly organised with strong attention to detail
- Friendly, professional, and confident on the phone, Teams, and in person
- Strong administrative skills and experience working in a process-driven role
- Excellent written and verbal communication
- Self-motivated, with a proactive and supportive approach
- Travel industry experience is highly desirable but not essential
- Comfortable using Microsoft Office, CRM platforms, and digital tools
What We Offer
- A supportive, close-knit team culture
- Opportunities to grow within a trusted and expanding travel services company
- Training and development to help you succeed in your role
- Competitive salary, based on your experience and skills
- Company pension
- On-site parking
- Bike to Work Scheme
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Onboarding Administrator in Sunderland employer: Protected Trust Services
Protected Trust Services is an excellent employer for those seeking a part-time role in Sunderland, offering a supportive work culture that values teamwork and celebrates achievements. Employees benefit from competitive salaries, a company pension, and opportunities for professional growth within the travel industry, all while enjoying a friendly atmosphere that prioritises collaboration and employee well-being.