Ref: DO 7977
Our client, a leading financial services business, requires an Administration Assistant to join their Exeter team on a full-time, permanent basis. The main purpose of the role is to provide administrative support to the firm’s advisers, ensure records are up to date and accurate, enter data, and schedule appointments in advisers’ diaries. If you have a sharp eye for detail, previous administrative experience, and would like to work in a professional, friendly working environment, then this could be the perfect opportunity for you.
Office hours are 9 am – 5 pm, Monday to Friday with an hour for lunch.
Responsibilities include: -
- Provide administrative support to the firm’s advisers and the Practice Manager
- Ensure that client files and records, both paper and electronic, are kept up to date and reflect correct information
- Identify and investigate any anomalies found in the information held on file
- Process applications and administer existing business within agreed timescales whilst maintaining high levels of accuracy, making full use of online portals and product providers’ intranets
- Make appointments in advisers’ diaries and assist in preparation of files for client meetings
- Input information such as Confidential Financial Reviews, New Business, etc onto the Intelligent Office system, as required, in an accurate and timely manner
- Maintain an accurate diary system
- Assist in general office duties such as answering the telephone, reception, and post, etc., as required
Requirements: -
- Previous administration experience
- Detail orientated and capable of handling a constant flow of incoming work on a daily basis
- Excellent communication skills
- A professional and friendly manner
- Good working knowledge of Microsoft Office, principally Word and Excel
Package:
Our client offers excellent benefits including a competitive salary, 21 days annual leave plus Bank holidays, and onsite parking. There is a career path which, for the right individual, could see progress into a Paraplanning role.
Recruitment Consultant: Dani Osborne
Closing Date: All suitable candidates will be submitted as soon as received; our client reserves the right to appoint before the closing date. Please note that due to the volume of applications, if you haven’t received a response within 5 days of applying, then unfortunately on this occasion you won’t have been successful.
Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we will hold your details on our database and may be contacted for other suitable vacancies. If you do not want us to do this, please contact us at Cathedral Appointments.