Overview
Admin Assistant
Location: Godalming
Salary: 26,000
Working Hours: 37.5 hours per week (Monday to Friday), Core hours: 10:00am – 4:00pm, with flex time
Benefits:
25 days holiday, plus flex time
Free car parking
5% pension contribution through auto enrolment
Private healthcare scheme (after successful completion of probation)
4x salary death benefit
Support with professional exams, including paid study leave and coverage of exam costs and materials
About the Role
An exciting opportunity to join an established and award-winning financial services company, renowned for providing excellent customer service within the wealth management industry. The role offers the chance to work as part of a dedicated team delivering high-quality administrative and client support.
Key Responsibilities
* Liaise with the new business team to ensure application information is accurate and complete
* Create and maintain database records to establish new client schemes accurately and efficiently
* Update and manage client data and transactions
* Distribute incoming mail and handle general office correspondence
* Generate standard client communications and reports
* Maintain schedules to ensure all administrative duties are processed on time
* Handle incoming client calls and provide professional support
* Photocopy and print standard reports as required
* Perform general administrative tasks to support consultants and ensure smooth office operations
Skills and Experience Required
* Strong organisational skills and attention to detail
* Ability to multitask and manage workload to meet deadlines and service standards
* Good understanding of modern office practices
* Proficient in Microsoft Office and comfortable working with numbers
* Confident and articulate, able to communicate effectively with clients and senior staff
* A collaborative team player with excellent communication skills
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