Full job descriptionAdministrative Assistant
£26,000 - £27,000
37.5 hours per week. 9am – 5.30 (Core hours 10.00am to 4.00pm, Monday to Friday)
25 days holiday (3 reserved for Christmas) plus flex time
Free car parking
5% Pension contribution through auto enrolment pension scheme
private health care scheme, 4x salary death benefit and help with exams through time off for study and with exam costs and study material.
Overview
This is an exciting opportunity to join an award-winning Company within the Financial Sector. Offering a dedicated consultant led approach to delivering our client’s needs. There are excellent opportunities to progress within the business.
Duties to include:
Liaising with the new business department to ensure application information is accurate and complete
Generating database records to establish new pension schemes in a timely and accurate manner
Maintaining and recording client data and transactions
Distributing incoming mail to the appropriate recipient
Updating and maintaining database records accurately and efficiently
Generate standard client correspondence
Maintaining schedule of dates to process all administrative duties
Logging copies of all correspondence under appropriate references
Handling client phone calls
Photocopying and printing off standard database reports, both routinely, and upon request
Undertaking other tasks at the consultant’s request to ensure efficient operation of the office


Skills/Experience required:
A good grasp of modern office practices
Organisational skills
Ability to multitask, and plan own workload to meet business requirements and service level agreements
Numerate, with good Microsoft Office skills
Articulate, with ability to speak to high-net-worth individuals and senior level staff
Good team player with excellent communication skills


Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer