Estate Capital is one of Swansea’s leading Chartered Financial Advice and Wealth Management firms. We are offering a rewarding opportunity for an enthusiastic, adaptable, and organised individual to join a highly motivated, dedicated and professional team in a well-established but dynamic financial services business.
KEY RESPONSIBILITIES
· Meeting and greeting clients
· Telephone duties
· Diary management
· Opening and distributing incoming mail and emails, organising outgoing mail
· Tea and Coffee duties
· Office housekeeping
· Organising lunches and business meetings
· Updating outlook
· Other professional services as
· Manage correspondence efficiently and professionally.
REQUIREMENTS
· Attention to Detail: Precision in handling data is crucial.
· Excellent Communication Skills: Clear verbal and written communication to interact effectively with clients and team members.
· Proactive: Ability to use initiative and to work independently as well as part of a team is essential. Demonstrating a positive can-do attitude.
· Adaptability: Ability to adapt to changing priorities and enjoy a diverse workload.
· Confidentiality: A good understanding of confidentiality is required.
· Highly Accurate: a meticulous attention to detail.
· Proficient IT Skills: working with Microsoft office suite.
· Willingness to learn
DESIRABLE
· Confident using IT such as Microsoft Excel, Word and Outlook
· Ability to learn a range of software. Training will be given on industry-specific software.
· Previous experience of maintaining financial records. Full training will be given.
WE CAN OFFER
· Starting salary from £24,000 to £27,000 per year depending on skills and experience.
· Opportunity for career and professional development.
· Full training
· 25 days holidays plus Bank Holidays
· Pension Fund contributions
· Sick pay
· The opportunity to work in a supportive collaborative environment where your skills and enthusiasm are valued.
Job Types: A temporary role
Pay: Circa £24,000 - £27,000 depending on experience
Expected hours: Up to 37.5 hours per week
Experience:
Language:
Work Location: In person
Although this is a temporary position it might be increased if there is a business requirement
Pay: £24,000.00-£27,000.00 per year
Work Location: In person
