Administrative Assistant

Southampton

Salary: £24-26k DOE

Full time, permanent

Straightforward financial solutions with a human touch

Our client, Foresters Friendly Society, is a well-established financial services company based in Southampton, Hampshire. They are a mutual, which means that profits are distributed to their members through policyholder bonuses to their savings and investment plans. They also provide a bespoke membership benefits package which gives back to their members in discretionary grants each year.

Foresters Friendly Society celebrate their 190^th anniversary in 2024 putting members at the heart of all they do.

They are now looking for an Administrative Assistant to join their growing and very busy team. You will be working as part of the Group Team dealing with the administration related to new business, claims and premiums. Your passion will be providing excellent customer service and assistance.

Administrative Assistant, your duties:

• Managing claims and associated documentation in a professional and timely manner (notification documents, processing, calculations and maintenance of a group claim card index - in accordance with Service Standard Agreement)
• Collaborating with internal and external stakeholders
• Ensuring any cheques or BACS payments raised are accurately calculated and checked
• Monitoring and administering premium breakdowns from Brokers
• Advising Accounts of any BACS premiums in advance and reconciliation
• Overseeing new applications and health declarations (preparing checklists, updating Brokers, adding to the Group System)
• Making sure all procedures for claims are up to date
• Assisting with the training of the new team members

Administrative Assistant, perfect applicant:

• Minimum 5 GCSEs A-C or 9-4 including English & Maths
• Understanding of Financial Services industry
• Familiarity with mutual sector and friendly societies
• Confident communicator – over email, telephone and face to face
• Proficient user of Microsoft Office including Word and Excel
• Excellent time-management and organisational skills
• Friendly, approachable and reliable
• Financial Services industry qualifications i.e., CF/FP would be desirable

Administrative Assistant, the benefits:

• Competitive salary and pension provision
• 25 days’ annual leave plus Bank Holidays (rising to 27 days after 5 years and 29 days after 10 years) and the day off for your birthday
• Holiday purchase scheme – buy up to 3 extra days per annum
• Group Life Assurance – 4 times your salary
• WPA Cash Plan
• Bonus based on individual performance – up to 5% of your salary each year
• Staff discounts
• Pension provision – 10%
• Employee Assistance Programme – free, confidential advice line

Offers will be conditional upon pre-employment checks, including financial checks, being completed to the Society’s satisfaction.

Pure Human Resources Limited works in partnership with Foresters Friendly Society in providing HR and Recruitment support. No applications from agencies please.