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Office Angels Logo Office Angels · Office Administration

Administrator

United Kingdom, Birmingham 27000.00 - 30000.00 GBP / Year · Job Posted June 10, 2026
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Job Description

Join Our Clients dynamic Team as an Administrator! Are you an organised individual with a passion for helping others? Do you thrive in a vibrant, dynamic environment? If so, we want YOU to become a crucial part of our client's team! We're looking for a proactive Administrator with at least 1 years' experience in a professional office environment who is ready to make a difference.

Job Responsibility

  • The ability to work in a fast-paced office environment, delivering high quality work against tight timescales
  • Updating and competent use of the various internal databases and systems
  • Processing and authorising deal instructions to buy, sell and transfer units/shares received by email, post or telephone
  • Placing and confirming portfolio investment trades and liaising with other departments where appropriate
  • Identifying potential issues though analysis of client/agent instructions and liaising with other departments where appropriate
  • Management of electronic dealing systems
  • Updating the register with updates to client or adviser records, including scheduling monthly investment activity (Regular Investment/Withdrawal runs, Adviser Charges)
  • Understanding regulatory requirements affecting the role specifically and financial services in general
  • Allocation of work through scanning and categorisation of mail items into Workflow systems
  • Flexibility in the role to cover other general office duties as required

Requirements

  • At least 1 years' experience in a professional office environment
  • Logical and numerate individual who takes great pride in the accuracy and quality of their work and be prepared to learn
  • Experience in financial services and investing would be desired but is not essential
  • Proven experience in an administrative role-your skills and knowledge are key
  • Excellent organizational and multitasking abilities
  • Strong communication skills, both written and verbal
  • Proficiency in Microsoft Office Suite and other office software (experience with CRM systems is a plus!)
  • A proactive attitude, with a willingness to learn and adapt to new challenges

Nice to have

  • Experience in financial services and investing
  • experience with CRM systems is a plus

What we offer

  • 25 days annual leave
  • Pension contribution (up to 7.5% of your annual salary)
  • Death in service benefit - up to three times annual salary
  • Private healthcare
  • Income Protection
  • Eye test vouchers
  • Employee assistance programme
  • Length of service benefits
  • Cycle to work
  • Staff training opportunities
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