Secretary 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
2d
Admin Assistant
Burfields House Wealth Management —Goudhurst
- Full-time
- CRM software
- IT
- Financial services
- Paid training
- Annual leave
Medical Secretary
Woodlands Health Centre —Tonbridge
- £13.37 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
12d
Learning and Development Admin Assistant
Brewers Decorator Centres —Eastbourne
- Microsoft Excel
- Customer service
- Microsoft Office
- Employee assistance programme
8d
Group Secretary - Tunbridge Wells
NATIONAL FARMERS UNION —Ticehurst
- Part-time
- Annual leave
Office Administrator
Millsons Vending Ltd. —Tonbridge
- £27,500 - £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
5d
Customer Service & Admin Assistant
Bridger Transport Limited —Tonbridge
- £28,000 a year
- Weekend availability
- Customer service
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
School Secretary (Western Road Community Primary School)
East Sussex County Council —Lewes
- Part-time
- IT
- Leadership
- Communication skills
- Annual leave
12d
Office Administrator - Full Time (office based)
Citi Business Systems LTD —Ashford
- Up to £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
7d
Secretary to Board (Volunteer position)
DAVSS —Tonbridge
- From £1 a year
- Part-time
- Administrative experience
- QuickBooks
- Organisational skills
- Free parking
Quick apply
Administrative Support Assistant (Heathfield Community College)
East Sussex County Council —Heathfield
- £24,796 a year
- Part-time
- No experience needed
- School
- Annual leave
13d
Events Organiser Office Administrator
Sovereign Harbour Yacht Club —Eastbourne
- £21,900 - £22,900 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Free parking
- Employee discount
Quick apply
14d
Administrator/Secretary 37.5 Hours
Moatfield Surgery —East Grinstead
- £25,545 a year
- Overtime
- Maths
- IT
- Typing
- Free parking
- Health & wellbeing programme
Quick apply
16h
Medical Secretary
Horder Healthcare —Crowborough
- Up to £27,144 a year
- Full-time
- Microsoft Office
- Organisational skills
- Typing
Quick apply
14d
Admin Assistant - Care Home
Barchester Healthcare —Tenterden
- £13.75 an hour
- Computer skills
- Employee discount
- Referral programme
Quick apply
Admin/Accounts Assistant
BROOKERPAKS LTD —Sittingbourne
- £13 an hour
- Part-time
- Microsoft Word
- Accounting
- Organisational skills
Quick apply
1d
Bank Medical Secretary
Spire Healthcare —Chatham
- 8 hour shift
- Typing
- Medical terminology
- Annual leave
5d
Medical Secretary - Sleep
Queen Victoria Hospital NHS Foundation Trust —East Grinstead
- £28,392 - £31,157 a year
- Full-time
9d
Medical Secretary
The Meads Medical Centre - Uckfield —Uckfield
- £25,000 - £25,500 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Bereavement leave
Quick apply
Maxillofacial Support Secretary
Queen Victoria Hospital NHS Foundation Trust —East Grinstead
- £25,760 - £27,476 a year
- Part-time
- Typing
- Medical terminology
- Communication skills
9d

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secretary jobs near lamberhurst, esx

Admin Assistant

GF HR Consulting
Lamberhurst

Quick apply

Job details

Full-time
2 days ago

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 lamberhurst, esx

Admin Assistant

Admin Assistant

Medical Secretary

Learning and Development Admin Assistant

Group Secretary - Tunbridge Wells

Office Administrator

Customer Service & Admin Assistant

School Secretary (Western Road Community Primary School)

Office Administrator - Full Time (office based)

Secretary to Board (Volunteer position)

Administrative Support Assistant (Heathfield Community College)

Events Organiser Office Administrator

Administrator/Secretary 37.5 Hours

Medical Secretary

Admin Assistant - Care Home

Admin/Accounts Assistant

Bank Medical Secretary

Medical Secretary - Sleep

Medical Secretary

Maxillofacial Support Secretary

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