Processing assistant Work, Jobs in Saint Mellons, Crf (with Salaries)

Office Assistant
Romilly Financial —Penarth
- £21,500 - £24,000 a year
- Full-time
- CRM software
- Microsoft Office
- Organisational skills
- Annual leave
Quick apply
Customer Service Assistant - Cardiff
The Co-operative Bank —Cardiff
- £24,500 a year
- Full-time
- Hospitality
- Customer service
- Computer literacy
4d
Crematorium Assistant - with a focus on Grounds work
Memoria Ltd —Barry
- £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Employee assistance programme
- Life insurance
Quick apply
Process Assistant - Recruitment
Sopra Steria —Newport
- £26,298 a year
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Annual leave
Customer Service Assistant - Cardiff
Coventry Building Society —Cardiff
- £24,500 a year
- Monday to Friday
- Hospitality
- Customer service
- Computer literacy
4d
Food To Go Assistant
SPAR —Cardiff
- Up to £12.75 an hour
- Part-time
- Sales
- Customer service
- Cash handling
- Employee discount
- Life insurance
7d
Sales Assistant
Boux —Cardiff
- £9.08 - £12.27 an hour
- Part-time
- Sales
- Customer service
TRAINEE QUARRY ASSISTANT
TAZROCK MATERIAL PROCESSING LTD —Ystrad Mynach
- £35,000 - £45,000 a year
- Full-time
- No experience needed
- Bachelor's degree
- Organisational skills
Quick apply
12d
Sales Administrative Assistant
Ace Essential supplies —Cardiff
- £23,000 - £27,000 a year
- Full-time
- Computer literacy
- In-person
- Communication skills
- Free parking
- Employee discount
Quick apply
Optical Assistant
Phillips Opticians —Blackwood
- £21.71 an hour
- Part-time
- Customer service
- Microsoft Office
- Administrative experience
Quick apply
Purchasing Assistant
Nisbets —Merthyr Tydfil
- £26,786 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Administrative Assistant
Cardiff University —Cardiff
- £25,249 - £26,093 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- University
- Annual leave
5h
Casual Food & Beverage Assistant
Millennium Hotel and Resorts UK —Cardiff
- Up to £12.71 an hour
- Part-time
- Bar
- Customer service
- Hotel
- Free parking
- Referral programme
Quick apply
Personal Assistant
Legal & General Investment Management —Cardiff
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
- Employee discount
13d
Branch Assistant
MS-Group Limited —Caerphilly
- £12.71 an hour
- Part-time
Quick apply
Sales Assistant
Schuh —Bristol
- Part-time
- Customer service
- Employee assistance programme
- Employee discount
Accounts Assistant
Bellavista Group of Nursing Homes —Cardiff
- £27,000 - £31,000 a year
- Full-time
- Microsoft Excel
- Accounting
- Organisational skills
Quick apply
7h
Personal Assistant
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
- Employee discount
Quick apply
13d
Finance Assistant
Citizens Advice Bridgend —Bridgend
- Up to £26,820 a year
- Part-time
- Administrative experience
- Organisational skills
- IT
Quick apply
5d
M & E Support Assistant
Hedyn —Malpas
- £27,455.95 a year
- Full-time
- Data entry
- IT
- Annual leave
2d

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processing assistant jobs near saint mellons, crf

Office Assistant

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£21,500 - £24,000 a year

Benefits

Annual leave

Qualifications

CRM software
Financial planning
Microsoft Office
Organisational skills
IT
Financial services
Communication skills

Full job description

Benefits

Exam funding and support appropriate to your role or progression
Early 1pm finish on a Friday
Christmas Shut Down in addition to your annual leave entitlement
Time off for exams/revision (subject to prior agreement)
Discretionary Bonus Scheme twice a year
Healthcare Plan enrolment after probationary period

About Us

We are a small, independent financial planning firm dedicated to providing high-quality financial advice and exceptional service to our clients. Our friendly and professional team works closely together to build long-term relationships and deliver tailored financial planning solutions.

We are seeking an enthusiastic and organised Office Assistant to join our growing business. This is an excellent opportunity for someone starting their career in financial services who is keen to learn and develop within a supportive environment.

The Role

The Office Assistant will provide administrative support across the business, helping to ensure the smooth day-to-day running of the office while gaining valuable experience in financial services.

This role offers exposure to all areas of the business, including client services, administration, and financial planning support, making it an ideal first step for someone looking to build a long-term career in the industry.

Key Responsibilities

General Office Support
Provide administrative support to advisers and the wider team.
Answer and direct telephone calls professionally.
Welcome clients and visitors to the office.
Manage incoming and outgoing post.
Maintain office supplies and ensure the office environment remains organised and presentable.
Scan, file, and securely manage client documentation.

Client Administration

Assist with maintaining accurate client records and updating the firm’s CRM system.
Prepare client packs and documentation for meetings.
Support the processing of client correspondence and servicing requests.
Assist with diary management and scheduling client meetings.
Liaise with providers and third parties to obtain information when required.

Compliance and Data Management

Ensure records are maintained accurately and confidentially.
Support the team in meeting regulatory and compliance requirements.
Assist with document management and file checking.
Adhere to company policies and procedures, including data protection requirements.

Skills and Experience

Essential

Strong organisational skills and attention to detail.
Good written and verbal communication skills.
A professional and friendly manner.
Competent IT skills, including Microsoft Office applications.
Willingness to learn and develop new skills.
Ability to work effectively as part of a team.

Desirable

Interest in financial services or financial planning.
Experience using office software or CRM systems.

Personal Attributes

Positive and enthusiastic attitude.
Reliable and dependable.
Professional appearance and manner.
Eager to learn and take on new responsibilities.
Strong work ethic and willingness to support colleagues.
Able to manage tasks effectively and work independently when required.

This is an exciting opportunity for someone looking to start their career in financial services and become part of a close-knit and professional team.

Pay: £21,500.00-£24,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

processing assistant jobs in saint mellons, crf

Office Assistant

Customer Service Assistant - Cardiff

Crematorium Assistant - with a focus on Grounds work

Process Assistant - Recruitment

Customer Service Assistant - Cardiff

Food To Go Assistant

Sales Assistant

TRAINEE QUARRY ASSISTANT

Sales Administrative Assistant

Optical Assistant

Purchasing Assistant

Administrative Assistant

Casual Food & Beverage Assistant

Personal Assistant

Branch Assistant

Sales Assistant

Accounts Assistant

Personal Assistant

Finance Assistant

M & E Support Assistant

I want to receive the latest job alerts for processing assistant in saint mellons, crf

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