Administrator

We have a lovely opportunity for an Administrator based in Godalming, working for a great team.  The Administrator will be mainly office based, with the potential (after probation period) to work 1-2 days a week from home.  Training will be provided internally and externally for some of the main IT platforms.  There is also an opportunity for progression.

Responsibilities:

Office role

• First point of contact for the telephone
• Dealing with client enquiries – letter, email, telephone
• Compliance maintenance of client files / new business
• Liaising with product providers and platforms

Client management

• Managing existing & adding new clients on back-office system (XPlan)
• Invoicing clients, ensuring payment and matching
• Processing portfolio switches & new investment business
• Client portfolio reviews – requiring Excel and Word skills
• Maintain and manage record keeping
• Management of client files for storage
• Stationary orders & office supplies (including printed stationery)

Requirements:

• Time management / ability to prioritise
• Strong administrative skills
• High level of personal integrity
• The ability to communicate both verbally and in writing, to a high professional level
• A high degree of numeracy
• Sound IT skills – a good working knowledge of Microsoft Word and Excel
• Attention to detail
• Team player
• For the right person, financial support for professional qualifications will be given.

 

 

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.