Secretary Work, Jobs in Frant, Esx (with Salaries)

Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
Admin Assistant - Bank - Care Home
Barchester Healthcare —Wadhurst
- £14.80 an hour
- Part-time
- Computer skills
- Annual leave
Quick apply
13d
Medical Secretary
Medserv —Haywards Heath
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Gym membership
Quick apply
Office Administrator
Diamond Accounts —Eastbourne
- £17,671 a year
- Part-time
- Administrative experience
- Organisational skills
- IT
Quick apply
2d
Admin Assistant
Burfields House Wealth Management —Goudhurst
- Full-time
- CRM software
- IT
- Financial services
- Paid training
- Annual leave
Medical Secretary - Part Time
KIMS Hospital —Maidstone
- £15,900 a year
- Part-time
- Organisational skills
- Typing
- Communication skills
- Free parking
- Annual leave
7d
Office Administrator/Receptionist
The Private GP Clinic, Sevenoaks —Sevenoaks
- £13 - £15 an hour
- Temporary
- Microsoft Office
- Administrative experience
- Organisational skills
- Free parking
Quick apply
5d
Office Administrator
Burden Bros Construction Ltd —Bredgar
- £13.50 - £15.00 an hour
- Part-time
- Microsoft Office
- Administrative experience
- Accounting
- Employee discount
Quick apply
1d
Office/Helpdesk Administrator
ECMS Services —Sevenoaks
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
13d
Office Administrator
R S Skips Ltd —Gravesend
- From £13 an hour
- Full-time
- Microsoft Outlook
- Customer service
- Administrative experience
- Free parking
Quick apply
Medical Secretary - GP Practice
GP Surgery / Medical Practice —Bromley
- Part-time
- Organisational skills
- IT
- In-person
- Annual leave
Quick apply
6d
Receptionist / Admin Assistant
Henry Schein Dental (UK) —Gillingham
- Part-time
- Microsoft Outlook
- Microsoft Office
- Hotel
- Employee discount
- Life insurance
11h
Personal Assistant
GLF Schools —Banstead
- £31,137.99 - £34,429.00 a year
- Full-time
- Hybrid work
- Travel
- Organisational skills
- IT
7d
Office Administrator - Kent Site
OMG Education —Northfleet
- £22,000 - £25,000 a year
- Full-time
- In-person
- School
Quick apply
23h
Flexi-Bank Medical Secretary
Benenden Hospital Trust —Benenden
- £14 an hour
- Hospital
- Customer service
- Microsoft Office
- Free parking
- Annual leave
9d
School Receptionist and Admin Assistant
Sevenoaks Prep School —Sevenoaks
- £26,569 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Accounting
- Free parking
Quick apply
6d
Office Administrator
City Contractors Ltd —Strood South
- From £28,000 a year
- Full-time
- Computer literacy
- Microsoft Office
- Accounting
Quick apply
13d
Veterinary Finance and Admin Assistant
Happy Tails Vets Ltd —Bexhill
- £26,520 a year
- Full-time
- Microsoft Excel
- Administrative experience
- Data entry
- Employee discount
Quick apply
1d
Office Junior Receptionist/Administrator
Broomwood Health Centre —Orpington
- £10.85 - £12.71 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
2h
Admin Assistant (Seaford Head School)
East Sussex County Council —Seaford
- Full-time
- Microsoft Powerpoint
- School
- Teaching
6d

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secretary jobs near frant, esx

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

secretary jobs in frant, esx

Admin Assistant

Admin Assistant - Bank - Care Home

Medical Secretary

Office Administrator

Admin Assistant

Medical Secretary - Part Time

Office Administrator/Receptionist

Office Administrator

Office/Helpdesk Administrator

Office Administrator

Medical Secretary - GP Practice

Receptionist / Admin Assistant

Personal Assistant

Office Administrator - Kent Site

Flexi-Bank Medical Secretary

School Receptionist and Admin Assistant

Office Administrator

Veterinary Finance and Admin Assistant

Office Junior Receptionist/Administrator

Admin Assistant (Seaford Head School)

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