Administrator

Administrator - Job Description

The Company acts primarily, as a firm of professional trustees to a wide variety of pension schemes and trusts.

We believe our people are our strength and we aim to attract and retain the best. We work as a team on all our appointments with Client Directors supported by Client Managers and administrators to ensure that work is carried out as efficiently and cost-effectively as possible. Whatever we do, we recognise that our exceptional service is our best marketing tool.

We are currently looking for a pro-active administrator with excellent organisational and MS Office skills to join our team. The successful candidate should be proactive, enthusiastic, willing to learn, be comfortable in managing their own workload and providing a high quality of service without constant supervision. They will understand priorities and deadlines they are working to and use their excellent organisational skills and attention to detail to ensure colleagues are well supported.

They will need a strong administrative background and ideally have experience of working within a professional services firm and/or in a PA type role.

The right candidate will need to have at least an intermediate level of excel skills. They need to be confident in exporting and manipulating data in excel, creating pivot tables, graphs and charts and in organizing data using various formulas eg vlookup, countif, sumif etc.

As a result of the diversified nature of the role, this job description sets out a number of principles and objectives, but it is not exhaustive –

To assist the management team with –

o Exporting data from our Microsoft Dynamics CRM system into excel, organizing and analysing data to provide KPI information

o Creating MI reporting

o CRM database management

 

To assist the Client Managers and Client Directors as required in dealing with -

o Phone calls

o Diary management

o Arranging meetings and booking meeting rooms

o Arranging travel and accommodation when required

o Managing client budgets and invoicing processes

o Collating business expense claims and relevant receipts

o Raising bills to our clients

o Creating reports in excel

o Drafting and editing documents

 

To assist Client Managers and Client Directors with scheme work –

o Setting up and running scheme diaries

o Drafting Agendas for meetings

o Arranging for documents/deeds to be signed/scanned/posted

o Bank account management and reconciliations

o Carrying out reviews of files and documents to ensure audit compliance

 

To assist with the organisation of the facilities within the office –

o Ordering stationery

o Dealing with post

o Scanning documents into the filing system

o Ensuring the IT equipment and systems are adequate and operational

 

In addition, the suitable candidate will –

o Look to add value in identifying additional ways they can help improve what we do for our clients and our internal team

o Participate in proposing new ideas for services and markets

o Be mindful of the firm’s strategy, to be supportive of it and work in a manner consistent with it

o Ensure that their work whether for a client or internal is compliant with both internal and external rules, regulations, standards, and procedures

o Ensure that all that they do supports our business objectives of delivering the highest possible service standards