Data entry Work, Jobs in Lamberhurst, Esx (with Salaries)

Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Receptionist/Administrator
Sussex Dermatology —Royal Tunbridge Wells
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
7d
Client Care Administrator, Financial Services
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Claims Recovery Handler
Hastings Direct —Bexhill
- From £28,800 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Life insurance
- Referral programme
Accounts Receivable Assistant
Big Motoring World —Gillingham
- £12.71 an hour
- Part-time
- Administrative experience
- Data entry
- In-person
- Free parking
- Store discount
Quick apply
4d
Contact Centre Advisor
Procter & Gamble —Royal Tunbridge Wells
- Full-time
- CRM software
- Customer service
- IT
Hiredesk Support Clerk
Coussens of Bexhill Ltd —Bexhill
- From £23,140 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
13d
Advisor Support
SeventySeven Wealth Management —Royal Tunbridge Wells
- Full-time
- Customer service
- SharePoint
- Financial services
- Free parking
- Referral programme
Quick apply
13d
Part Time Receptionist/Administrator
Rosan & Company —Hailsham
- £13 - £14 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Social media management
- Free parking
Quick apply
Emergency Department Administrator - EDGH
East Sussex Healthcare NHS Trust —Eastbourne
- £25,760 - £27,476 a year
- Weekend availability
- Employee assistance programme
9d
Travel Administrator (Homeworker Support)
Experience It Now Travel —Hailsham
- From £24,420 a year
- Part-time
- Hybrid work
- CRM software
- Hospitality
- IT
- Flexible schedule
Quick apply
4d
Support Typist - Bank contract
Kent Integrated Dermatology Services —Gillingham
- £12.80 an hour
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Organisational skills
- Annual leave
Quick apply
9d
Apprentice Pharmacy Assistant
Grand Pharmacy —Eastbourne
- £15,600 a year
- Administrative experience
- In-person
- Communication skills
Quick apply
3d
Electoral Assistant
London Borough of Bromley —London Borough of Bromley
- £30,463 - £32,858 a year
- Call to connect
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
14d
Part-time Accounts / Finance Assistant
Laptronic Systems Limited —Gillingham
- £17,500 - £21,500 a year
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Accounting
- Free parking
- Annual leave
Quick apply
5d
Office Administrator
AJAX Property Lettings —Chatham
- From £12.71 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
Quick apply
4d
Transport Planner
The Pallet Network —Crawley
- £37,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
Electrical Contracts Coordinator
CC Cousins —Rochester
- £26,500 a year
- Full-time
- Customer service
- Maintenance
- Microsoft Office
Quick apply
5d
Office Administrator
City Contractors Ltd —Strood South
- From £28,000 a year
- Full-time
- Computer literacy
- Microsoft Office
- Accounting
Quick apply
9d
Kent, Surrey & Sussex - Corporate Hub Senior Administrative Officer
HM Prison & Probation Service —Maidstone
- £20,001 - £40,000 a year
- Part-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
6d

I want to receive the latest job alerts for data entry in lamberhurst, esx

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Admin Assistant

GF HR Consulting
Lamberhurst

Quick apply

Job details

Full-time

Benefits

Free parking
Company pension
Referral programme
On-site parking

Qualifications

Customer service
Salesforce
Microsoft Office
SharePoint
Financial services
Communication skills
Tax experience

Full job description

Job Advert

Are you ready to take on an exciting admin role in a growing local financial services business?

Our Client is looking for an Admin Assistant to join their small but growing team. This is a client facing role which will involve being the first point of call for most clients when liaising with SeventySeven and working closely with their Advisors to provide a high-quality excellent level of service.

This is a fantastic opportunity for someone wanting to take the next step in their career within financial services which provides an opportunity to grow and take on more responsibility over time in a supportive, fast paced environment.

About Seventy Seven Wealth Management

SeventySeven Wealth Management Ltd has been a progressive and continually evolving group for over 30 years. They pride themselves on the service they deliver to their clients, where excellence is key. Their core values are integrity, honesty, efficiency, reliability, commitment, dependability, respect and loyalty. These values sit at the foundation of everything they do and in what they will look for in any future team member. The team at SeventySeven Wealth Management Ltd work together with their chosen partner St. James’s Place to provide exceptional outcomes for our clients.

The opportunity

Reporting to the Head of Client Care, this role forms part of a multi‑skilled Client Support team responsible for supporting the entire client journey — from handling incoming calls and coordinating meeting bookings through to completing post‑meeting actions and liaising with third‑party providers — to ensure that the client experience is consistently smooth, positive and delivered to an exceptional standard.

Key responsibilities will include:

Telephone clients to arrange their annual review with their Advisor
Preparing the client file for their meeting with their Advisor.
Completion of post meeting actions following a client meeting, including the Confidential Financial Review, preparing the ongoing advice letter, processing business and dealing with withdrawal requests and fund switches.
Producing cash flow modelling reports for a clients current and future circumstances.
Creating fund performance comparisons between multiple investment portfolios.
Preparing LOA’s and chasing policy information from third party providers.
Assisting the advisory team with tax year end including the use of client allowances such as ISA, CGT and pension contributions.
Assisting with Trust planning paperwork, such as the creation of Trust documents, Deed of Appointments and Deed of Assignments.
Attending key client meetings.
Handling client queries on phone, email and letter etc as required.
Liaising with all members of the team and third parties, such as St. James’s Place, stockbrokers, accountants, other financial providers, etc with regards to our clients and their investments.
Answering the phones and taking clear, detailed messages, screening and directing calls to the appropriate member of the team
Photocopying, scanning and uploading documents to electronic client records
Ensure data entry and document filing adhere to the 77wm procedures, taking responsibility for ensuring that rigor is maintained so that all client and 77wm data is accurate and easy to identify and retrieve.
Working closely with and assisting with other departments as and when required.

To succeed in this role, you must have a positive attitude and exceptional customer service skills. You must be organised and professional with an eye for detail.

To ensure their clients receive an exceptional level of service, you will demonstrate:

A high level of motivation and a strong commitment to delivering outstanding client care
A professional and mature approach across all areas of the business
Effective problem‑solving abilities
Strong attention to detail
Excellent communication skills and the ability to collaborate well within a team
Confidence working to deadlines, particularly when managing time‑critical tasks such as processing withdrawals, along with the ability to balance competing priorities
Initiative and a proactive approach to completing tasks
A positive, solutions‑focused attitude
Familiarity with Office 365, SharePoint, Salesforce and OneDrive (preferred)
Previous experience within the financial services industry (desirable but not essential)

In return you will have the opportunity to work for a fast growing, prestigious company based in newly refurbished offices set within beautiful country surroundings.

Benefits include, free on-site parking, an Employee/Client referral programme, Professional Study support, Pension and an extra day off for your birthday.

Due to the location of the office your own transport is essential.

Quick apply

Refine Your Search

data entry jobs in lamberhurst, esx

Admin Assistant

Receptionist/Administrator

Client Care Administrator, Financial Services

Claims Recovery Handler

Accounts Receivable Assistant

Contact Centre Advisor

Hiredesk Support Clerk

Advisor Support

Part Time Receptionist/Administrator

Emergency Department Administrator - EDGH

Travel Administrator (Homeworker Support)

Support Typist - Bank contract

Apprentice Pharmacy Assistant

Electoral Assistant

Part-time Accounts / Finance Assistant

Office Administrator

Transport Planner

Electrical Contracts Coordinator

Office Administrator

Kent, Surrey & Sussex - Corporate Hub Senior Administrative Officer

I want to receive the latest job alerts for data entry in lamberhurst, esx

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected