Secretary Work, Jobs in Pembury, Ken (with Salaries)

Admin Assistant
GF HR Consulting —Lamberhurst
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Free parking
- Referral programme
Quick apply
3d
Accounts/Office Administrator
Coplestons Accountants —Kemsing
- From £15 an hour
- Part-time
- Administrative experience
- QuickBooks
- Organisational skills
- Free parking
Quick apply
1d
Medical Secretary
Woodlands Health Centre —Tonbridge
- £13.37 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
13d
Office Administrator
Millsons Vending Ltd. —Tonbridge
- £27,500 - £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
7d
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
Admin Assistant
Burfields House Wealth Management —Goudhurst
- Full-time
- CRM software
- IT
- Financial services
- Paid training
- Annual leave
Secretary (Wadhurst CE Primary School & Nursery)
East Sussex County Council —Wadhurst
- School
- Annual leave
5h
HR Admin Assistant - Term Time Only
Lady Boswell's Primary School —Sevenoaks
- £13.90 an hour
- Part-time
- Microsoft Excel
- Computer literacy
- Human resources
- Free parking
- Health & wellbeing programme
Quick apply
1d
Secretary to Board (Volunteer position)
DAVSS —Tonbridge
- From £1 a year
- Part-time
- Administrative experience
- QuickBooks
- Organisational skills
- Free parking
Quick apply
Office Administrator
Demolition Group Services Ltd —Edenbridge
- From £12.50 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
14d
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
8d
Medical Secretary
Horder Healthcare —Crowborough
- Up to £27,144 a year
- Full-time
- Microsoft Office
- Organisational skills
- Typing
Quick apply
Administrator/Secretary 37.5 Hours
Moatfield Surgery —East Grinstead
- £25,545 a year
- Overtime
- Maths
- IT
- Typing
- Free parking
- Health & wellbeing programme
Quick apply
1d
Admin Assistant - Care Home
Barchester Healthcare —Tenterden
- £13.75 an hour
- Computer skills
- Employee discount
- Referral programme
Quick apply
Administrative Assistant
DSV —Purfleet
- Full-time
- Communication skills
- Annual leave
2h
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
Office Administrator
Selsdon Building Contractors Limited —South Croydon
- £23,000 - £30,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
Quick apply
1d
Group Secretary - Tunbridge Wells
NATIONAL FARMERS UNION —Ticehurst
- Part-time
- Annual leave
Bank Medical Secretary
Spire Healthcare —Chatham
- 8 hour shift
- Typing
- Medical terminology
- Annual leave
6d
Office Administrator
Transition and Laterlife Matter —Bromley
- £28,420 a year
- Computer literacy
- Microsoft Office
- Administrative experience
Quick apply
3d

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secretary jobs near pembury, ken

Admin Assistant

GF HR Consulting
Lamberhurst

Quick apply

Job details

Full-time
3 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 pembury, ken

Admin Assistant

Accounts/Office Administrator

Medical Secretary

Office Administrator

Customer Service & Admin Assistant

Admin Assistant

Secretary (Wadhurst CE Primary School & Nursery)

HR Admin Assistant - Term Time Only

Secretary to Board (Volunteer position)

Office Administrator

Office Administrator - Full Time (office based)

Medical Secretary

Administrator/Secretary 37.5 Hours

Admin Assistant - Care Home

Administrative Assistant

Events Organiser Office Administrator

Office Administrator

Group Secretary - Tunbridge Wells

Bank Medical Secretary

Office Administrator

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