Administration Assistant

Job Description:

We are a well-established financial services company based in Godalming, who are recognised in the sector. With over 30 years’ worth of experience, we have regularly won Financial Advisor Service awards

We are continuing to grow rapidly and due to expansion, we are seeking an Administrator to join our busy team. Working Mon-Fri 9am-5.30pm, we are offering a starting salary of £18K-£20K plus full training and progression, free parking, 25 days’ holiday, life cover, private healthcare and a company pension.

As Administrator, you will be responsible for assisting the Financial Consultants and potentially one of the directors by providing the following duties:

• Distributing incoming mail to the appropriate recipient.
• Typing using word-processing, spreadsheet and e-mail software (currently Microsoft Word, Excel and Outlook/Exchange).
• Ensuring all paperwork is filed promptly and that files are maintained in good order.
• Printing off standard database reports, both routinely, and upon request.
• Storing and retrieving papers for Follow-Up
• Handling client phone calls and assisting with general fact finding.
• Internal and External liaisons
• Dealing with invoices and payments
• Photocopying
• Email management
• Production of standard letters on the instructions of the consultant

You will have proven administrative experience gained within an administration or secretarial support role whereby you will have to be very accurate. You will have an interest in working within the financial services sector and excellent PC skills. The ability to work in a fast-paced environment, whilst working to tight deadlines is essential.  

The successful candidate for the Administrator role will have excellent communication skills (written and verbal) and a professional and efficient approach.

Job Skills: