Overview - 21 hours per week 9.30am - 5pm Monday/Thursday/Friday
We are seeking a highly organised and detail-oriented Administrator/Typist to join our team. This role involves providing essential administrative support through efficient data. The ideal candidate will possess strong computer skills, excellent organisational abilities, and a professional attitude to ensure smooth office operations. This paid position offers an opportunity to develop your administrative expertise within a dynamic environment.
Desirable but not essential, experience of working in the financial services sector.
Responsibilities
- Perform accurate audio typing of Advisors client meetings
- Draft, format, and proofread documents using Microsoft Office and Google Workspace applications
- Manage incoming phone calls with professional etiquette and direct enquiries appropriately/meet and greet clients.
- Organise schedules, appointments, and meetings to optimise workflow
- Assist with general clerical duties such as filing, photocopying, and scanning documents
- Support team members with administrative tasks as required to ensure efficient office operations
- Maintain confidentiality of sensitive information at all times
Skills
- Excellent attention to detail – this is essential for inputting data accurately to our client back-office system and for audio typing
- Able to touch type with accuracy and at a good speed
- Good attention to grammar and punctuation
- A high level of professionalism and integrity
- Excellent interpersonal skills - able to deal with clients professionally, both on the phone and in person, including greeting visitors to the office in a professional manner and ensuring they have a positive experience.
- Excellent communication skills required for answering external phone calls and transferring them internally/taking detailed messages
- Proficient in Microsoft 365 including Outlook, Word and also Excel. A good working knowledge of Excel is particularly important and experience of Mail Merge would be a further advantage
- Ability to learn how to navigate new systems quickly (client back office system and paperless filing system)
- Good organisational skills, enabling you to deal with a variety of tasks and be able to prioritise appropriately
- Experience in a financial services/financial background would be advantageous due to the level of industry specific language that financial services involves
This role is ideal for candidates seeking to utilise their administrative expertise in a professional setting while enhancing their skill set through varied responsibilities.
Pay: From £14,500.00 per year
Benefits:
- Company events
- Company pension
- Employee discount
- Free parking
- On-site parking
Work Location: In person
