Roles & Responsibilities
Our client is looking for a bright, conscientious individual to join as an Office Administrator. You will be working assisting the Advisers, Paraplanners and Client Relationship Executives supporting them with a variety of tasks.
Main Duties
- Valuations: Preparing client valuations – gathering details of client holdings and updating database accordingly.
- Fact Finds: scanning and inputting into Back Office system all Fact Finds completed by the Advisers.
- Scanning: As directed by team members, scanning documents to the correct location.
- Post Duties: Opening post and distributing to team members. Ensuring that all post is franked at the end of the working day.
- File Maintenance: Setup of client files for Admin Team.
- Database Maintenance: Setup new clients in the Back Office system, and the input of client financial plans. Ensure amendments are made when client’s details change.
- Client Meeting Preparation: Ensure the meeting room is setup for client meetings. Prepare refreshments as directed. On occasion meet and greet clients.
- Diary maintenance: Ensure that client review meetings and valuation are setup in the diary.
- Client communications: Sending out appointment confirmation letter, quarterly newsletter etc.
- Fee/Commission entry: Inputting figures from providers statement into an excel spreadsheet.
- Ad Hoc Duties: Any other duties as directed by the Business manager and/or Directors.
Skills Required
Essential:
- A minimum of C grades in English and Mathematics at GCSE level
- Confident computer skills
- A Levels or equivalent
- Knowledge of Word and Excel
- Be able to confidently communicate with clients, other team members via the phone and face to face.
Personal Attributes
- Friendly
- Able to communicate well – both verbal and written
- Good organisational skills
- Be a good “team player” with the ability to work under their own initiative and manage priorities/deadlines
- Have “an eye for detail”
- Have a methodical, ordered and structured approach to tasks and working with numbers.
- Must have had previous experience on the phone.
Benefits
- Employer Pension Contribution
- Exam Support
- Death in Service
- Health Cash Plan
HOLIDAY: 20 days plus an additional 3 days over the Christmas period & bank holidays
HOURS OF WORK: Monday – Friday 09:00 to 17:00 – Office based
HEALTH & SAFETY: No current issues to report on site
Please do contact us for more information or visit our Linkedin page.