Superb opportunity to join Godalming based organisation in financial services. This is a well-established, growing organisation offering full time and office-based administrative support roles. Suitable candidates will have some administration and customer service experience. You will be a professional team player with excellent attention to detail and communication skills.
Administration Assistant – Benefits
- On-site parking
- 25 days holiday
- Pension scheme
- Training and progression
- Flexible working – ability to earn extra holiday
Administration Assistant – About The Role
Working in a fast-paced environment managing a wide range of administrative tasks. The successful candidate will have excellent communication skills, be highly accurate and good with figures. You should be a quick learner and have a professional, confident and efficient approach.
- Production of standard letters on the instructions of the consultant
- Internal and External liaisons with third parties such as Independent Financial Advisors
- Handling client phone calls and assisting with general fact finding
- Carrying out administration duties through the whole policy life cycle
- 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
- Dealing with invoices and payments
- Calculating valuations
- Accurately updating details within the relevant database
- Ensuring all required actions are carried out at each key stage of the scheme
- Providing ad hoc support to the team
- Email management
The successful Administration Assistant will have:
- Office based experience
- Resourcefulness
- Administration experience
- Excellent customer service skills
- Microsoft Office – Word/Excel/Outlook/Teams
- Good keyboard entry skills – accurate