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Office administrator

Alnwick
Sage Wealth Management
Office administrator
£24,000 a year
Posted: 21 September
Offer description

Practice Management

· Organise and schedule meetings and appointments on behalf of Partners.

· Distribution of post upon receipt and ensure outgoing post is prepared in time for the daily collections.

· Ordering of stationery and literature.

· General reception duties (where required) to provide a professional and consistent welcome to all visitors and callers.

Business Processing

· Ensure the end-to-end business processes are adhered to and tracked efficiently.

· Input, update and maintain client data using appropriate IT systems.

· Process all online applications using an external IT system.

· Process new business applications as required.

· Maintain accurate records of archiving and filing.

· Reprioritise workload to ensure that all urgent work is actioned in a timely manner.

Team responsibilities

· Project a professional image in both appearance and attitude and provide quality support on time to agreed standards.

· Maintain a good working relationship with colleagues, clients and third parties.

· Provide cover for other team members upon request as per business need.

· Support SWM events throughout the year (where appropriate).

Be involved and contribute to team meetings.

Knowledge and experience:

· Previous experience in an Office Administrative support role

· Good working knowledge of Microsoft packages

· Comfortable with learning/using electronic (client) data systems

Skills and behaviours:

· Ability to multi-task and work to deadlines, ensuring quality is never compromised.

· Excellent face-to-face and telephone client interaction skills and ability to quickly build rapport.

· Ability to build strong relationships with others by delivering on promises and by dealing with queries effectively and courteously.

· Ensure confidentiality is maintained at all times.

A willingness to work as a team member.

Benefits:

* Company Pension
* Company PMI Scheme

Hours of Work: Monday to Friday - 34 Hours per week (Mon to Thurs 9am to 5pm & Fri 9am to 4pm)

Job Type: Full-time

Pay: £23,000.00 per year

Benefits:

* Company pension
* Private medical insurance

Experience:

* Office & Administration: 2 years (required)

Language:

* English (required)

Work Location: In person

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