Administrative Assistant

As a member of the pension administration team, you'll support the Pension Administrator and work with the Pension Consultant to deliver excellent in-office and client service.

• Based in Godalming
• Up to £25,000 (DOE)
• Monday - Friday, 37.5 hours per week
• Flexitime
• 25 days holiday + bank holidays

Job specification:

• Collaborating with the new business department to ensure application details are accurate and complete.
• Creating database records to establish new pension schemes quickly and accurately.
• Managing and updating client data and transaction records.
• Distributing incoming mail to the relevant recipients.
• Maintaining up-to-date and accurate database records.
• Generating standard client correspondence as required.
• Managing a schedule to ensure timely completion of all administrative tasks.
• Logging copies of all correspondence under the correct references.
• Handling client phone calls with professionalism.
• Photocopying and printing routine and ad-hoc database reports.
• Assisting with additional tasks as requested by the consultant to support smooth office operations.

Person specification:

• Strong understanding of modern office practices.
• Excellent organisational skills.
• Able to multitask and prioritise workload to meet business goals and service level agreements.
• Numerate, with advanced Microsoft Office proficiency.
• Confident communicator.
• Collaborative team player.

Additional Information:

• Free parking
• Pension
• Private healthcare
• Death benefit
• Study support

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 3-month 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.

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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.