Salary : £22,000 - £25,000

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


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