Office Administrator

Permanent, full-time Office Administrator based in central Cardiff.

The role involves:
Being the first point of contact for all clients both in person and via the phone

Complete diary management

Scheduling appointments with clients by telephone, email, mail as and when required

Confirming appointment time and location by letter

Preparation of appointment packs for both new and existing clients

Preparing paperwork for second appointment including completion of paperwork as necessary

Sending our letters of authority for policy information

Submission of New Business

A full range of other administrative duties including audio-typing, word processing and copy-typing and generating own letters

Inputting and updating client details on back office systems

Record and recall future client appointment and update adviser accordingly by running a servicing system

Photocopying

Scanning

Filing

Faxing

Any other duties as and when required

Requirement and Attributes:

The candidate needs to be personable with good customer care skills, hardworking, computer literate, adaptable, flexible, confident, and able to work under pressure both within a group and on their own, punctual and show initiative.

• Good telephone and communication skills
• Accuracy and attention to detail
• Good computer and keyboard skills
• The ability to prioritise your own workload
• Financial Services background helpful but not essential