Wealth admin & operations assistant Work, Jobs in Slinfold (with Salaries)

Wealth admin & operations assistant
PPSL —Farnham
- £25,000 - £29,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Life insurance
Quick apply
9d

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Wealth admin & operations assistant
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Answer incoming telephone calls and direct enquiries appropriately. The wealth administrator & Operations Assistant plays a key role in providing professional…
£25,000 - £29,000 a year
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Wealth admin & operations assistant

PPSL
Farnham

Quick apply

Job details

Full-time
£25,000 - £29,000 a year
9 days ago

Benefits

Free parking
Life insurance
On-site parking

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Data management
Data entry
Organisational skills
Front desk
Computer skills
Financial services
Typing
Clerical experience
Phone etiquette
Communication skills
Banking
Time management

Full job description

Purpose of the Role

The wealth administrator & Operations Assistant plays a key role in providing professional front-of-house support while delivering efficient administrative and operational assistance to the wider administration team. The role is responsible for supporting smooth day-to-day running of the office, delivering an excellent client experience.

This role would suit someone who is looking to break into the Wealth Management sector or a Graduate looking for a entry level role into the industry

Key Responsibilities

Reception & Client Service

Act as the first point of contact for clients, visitors, and external partners.
Welcome clients professionally and ensure they have a positive experience when visiting the office.
Answer incoming telephone calls and direct enquiries appropriately.
Manage meeting room bookings and prepare rooms for client meetings.
Handle incoming and outgoing post, deliveries, and courier services.
Maintain a clean, professional, and welcoming reception area.

Administrative Support

Provide administrative support to the admin.
Update and maintain client records on internal systems.
Process and track client requests and service enquiries.
Maintain electronic and paper filing systems in line with company standards.
Support diary management and meeting scheduling where required.

Operations Support

Assist the Manager with and day-to-day operational activities.
Maintain office supplies and coordinate ordering of stationery and equipment.
Support onboarding activities for new employees, including workspace preparation and access requests.
Assist with facilities management and liaise with suppliers and contractors when required.
Support internal projects.
Help coordinate company events, meetings, and training sessions.

Skills & Experience

Essential

Previous experience in a reception, administration, customer service, or office support role.
Strong organisational and time management skills.
Excellent verbal and written communication abilities.
Professional and friendly approach when dealing with clients and colleagues.
Strong attention to detail and accuracy.
Good working knowledge of Microsoft Office (Outlook, Word, Excel, Teams).
Ability to manage multiple tasks and prioritise workload effectively.

Desirable

Experience within Financial Services, Banking, or Professional Services.

Requirements

Previous office or administrative experience is ideal, but training will be provided
Strong computer skills including proficiency in Microsoft Office (Word, Excel, Outlook Power point.
Excellent organisational skills with the ability to prioritise tasks effectively
Good phone etiquette with clear communication skills
Experience with data entry and clerical work demonstrating attention to detail
Ability to work independently as well as part of a team in a fast-paced environment
Strong typing skills for efficient document preparation and data management
Organised with excellent time management abilities to handle multiple responsibilities simultaneously

This role offers an engaging environment for motivated individuals looking to enhance their administrative capabilities while supporting daily operations within our organisation.

Pay: £25,000.00-£29,000.00 per year

Benefits:

Free parking
Life insurance
On-site parking

Work Location: In person

Quick apply

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