Job Summary
We are looking to recruit a Financial Administration Assistant, initially to provide maternity cover at our Newtown office. We are looking for someone with office experience, who has good computer skills and is professional and approachable.
We are a small, well established, friendly & professional team who proiritise and take great pride in providing first class service to all our clients.
Duties
- Manning the office between the hours of 9 am - 5 pm (hour for lunch).
- To be the first point of contact for clients, whether that be via the phone or in person.
- Opening, scanning & distributing mail.
- Using our MS Dynamics system to search for individual clients.
- To attach scanned documentation to the correct client records, to ensure easy retrieval of information.
- Perform data entry tasks accurately and efficiently, ensuring all records are up to date.
- Handle correspondence, including emails, letter and memos, with attention to detail.
- Provide clerical support to the Financial administrators as required to include new business processing, valuation reports, fund switches etc
Experience
- Previous office experience is preferred, with a focus on administrative roles.
- Proficiency in Microsoft Word, Excel, SharePoint and MS Dynamics ideally.
- Strong typing skills with a high level of accuracy are necessary for data entry tasks.
- Excellent organisational skills with the ability to manage multiple tasks simultaneously.
- Prior clerical experience will be advantageous in this role. We encourage individuals who meet these attributes to apply and join our dedicated team in providing administrative support to both our consultants & clients.
Competitive salary dependant on skills and experience.
Could progress to a full-time position within the company for the right candidate.
Job Types: Full-time, Permanent
Pay: £23,132.00-£25,000.00 per year
Benefits:
- Bereavement leave
- Company pension
- Financial planning services
- Free parking
- Life insurance
- On-site parking
Language:
Work Location: In person
