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Office Assistant – Southampton

Ocean Village, Southampton

Salary - £22-23k DOE

Full time, permanent

We are currently recruiting on behalf of our client, Foresters Friendly Society, a successful financial service company based in Southampton, Hampshire. They are a Mutual society and therefore their profits are distributed to their members through policyholder bonuses rather than going to shareholders. Foresters Friendly Society are a well-established organisation, delivering financial products for 185 years with over 70,000 members.

They are now looking for an Office Assistant to join their growing and very busy team. You will be providing high quality, efficient service to their new and existing members and brokers as well as dealing with the administration related to the new business, claims and premiums.

Office Assistant, your duties:

• Managing claims and associated documentation in a professional and timely manner (notification documents, processing, calculations, maintenance of a group claim card index, accordance with Service Standard Agreement)
• Collaborating with internal and external stakeholders (i.e., group brokers)
• Ensuring any cheques or BACS payments raised are accurately calculated and checked
• Monitoring and administering of premium breakdowns from Brokers
• Advising Accounts of any BACS premiums, reconciliating against the claims card index and spreadsheets in relation to Court Ross
• Overseeing new applications and health declarations from the clients
• Making sure all procedures for claims are up to date when changes have been made
• Assisting colleagues to undertake their own responsibilities and contributing to the training of new team members

Office 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
• Ability to utilise database/CRM packages
• Friendly, approachable and reliable
• Financial Services industry qualifications i.e., CF/FP would be desirable

Office 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
• Bonus based on individual performance – up to 5% of your salary each year
• Staff discounts
• Employee Assistance Programme – free, confidential advice line
• On-site parking – funded
• Hybrid working available where job role allows – details to be discussed at interview

Foresters Friendly Society welcomes hybrid working - after completion of induction period.

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