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Administrator - financial advice firm

Barnsley
Navigate Financial
£25,500 a year
Posted: 1 October
Offer description

Job Overview

We are seeking a highly organised and detail-oriented Administrator to join our small team. The ideal candidate will possess strong office experience and administrative skills, ensuring the smooth operation of our daily activities. This role requires proficiency in various computer applications and excellent communication skills, particularly in phone etiquette. If you are a proactive individual with a knack for organisation and data management, we would love to hear from you.

Responsibilities

* Provide comprehensive administrative support to ensure efficient office operations
* Manage incoming calls and correspondence with professionalism and courtesy
* Maintain accurate records through data entry and clerical tasks
* Utilise Microsoft Office to create documents, spreadsheets, and presentations
* Organise files and documents for easy retrieval and reference
* Coordinate schedules, meetings, and appointments as necessary
* Support team members with various administrative tasks as required
* Generating financial reports for clients
* Answering client queries
* Working closely with financial advisers to help them with their day to day activities

Qualifications

* Previous office experience is essential
* Proficient in Microsoft Office Suite (Word and Excel)
* Excellent typing skills with attention to detail for data entry tasks
* Demonstrated phone etiquette and strong communication abilities
* Prior financial services clerical experience is preferred but not mandatory

If you possess the required skills and are eager to contribute to a dynamic team environment, we encourage you to apply for this exciting opportunity.

Additional Information

We are open to either a full time member of our team or someone that would prefer to work 4 days would also be considered.

Additional holiday for your birthday.

Bonus scheme.

Job Type: Full-time

Pay: Up to £25,500.00 per year

Benefits:

* Additional leave
* Canteen
* Company events
* Company pension
* Financial planning services
* Free parking

Language:

* English (required)

Work Location: In person

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