Administrator – Part-time

Our client based in Godalming, is looking for a part-time Administrator, supporting and working for a great team.  The Administrator will be mainly office based, with the potential (after probation period) to work agreed days 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.