Office assistant Work, Jobs in Wenvoe, Vgl (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
11d
Office Administrator (Full Time)
Civitas Chambers —Cardiff
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
Quick apply
21h
Part Time Admin Assistant
Norton Accountancy Ltd —Cardiff
- From £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
5d
Admin Assistant
UK Laser Supplies —Cardiff
- From £24,500 a year
- Full-time
- Administrative experience
- Data entry
- Organisational skills
- Free parking
Quick apply
Receptionist/Admin Support
Cardiff and Vale University Health Board —Cardiff
- £26,300 a year
- Full-time
- English
- Organisational skills
- IT
2d
Office Assistant
MAINPORT TRAINING —Cardiff
- £13 an hour
- Part-time
- Microsoft Excel
- Customer service
- English
- Free parking
Quick apply
Executive Assistant
International Baccalaureate —Cardiff
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
18h
Child Health Ward Receptionist
Cardiff and Vale University Health Board —Cardiff
- £26,300 a year
- Part-time
- English
- Organisational skills
- IT
3d
Receptionist
CJCH Solicitors —Cardiff
- From £24,720 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
Administration/Receptionist
Cardiff and Vale University Health Board —Cardiff
- £26,300 a year
- Part-time
- English
- Microsoft Office
- Organisational skills
2d
Receptionist for Tyre Company in Cardiff
P J Saunders Ltd —Cardiff
- From £12.71 an hour
- Part-time
- Microsoft Word
- Microsoft Outlook
- Accounting
Quick apply
8d
Admin Assistant/Receptionist
Cardiff Mot and Service centre —Cardiff
- £24,420.00 - £35,395.90 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
12d
Box Office Assistant | New Theatre | Casual
Trafalgar Enterainment —Cardiff
- £12.85 an hour
- Weekend availability
- Annual leave
- Flexible schedule
Quick apply
3d
Part Time Office Assistant
The Window Doctor —Cwmbran
- From £13.50 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Flexible schedule
Quick apply
Receptionist
Capita —Cardiff
- £26,227.50 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Outlook
- Employee discount
3d
Corporate Receptionist
Mitie —Cardiff
- £13.45 an hour
- Full-time
- Microsoft Word
- Hospitality
- Microsoft Outlook
5d
Office Administrator
Vital Human Resources —Cardiff
- £26,000 - £29,000 a year
- Full-time
- Sales
- Organisational skills
- Computer skills
- Free parking
Quick apply
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
11d
Receptionist
Hotel Indigo Cardiff —Cardiff
- £26,523 a year
- Full-time
- Hospitality
- Hotel
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
3d
Telephonist/Administrative Assistant - Trusts and Estates Administration
Hugh James —Cardiff
- Full-time
- Microsoft Word
- Microsoft Outlook
- Communication skills
- Employee assistance programme
- Employee discount

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Office Assistant

Romilly Financial
Penarth

Quick apply

Job details

Full-time
£21,500 - £24,000 a year
11 days ago

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

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