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Administrator - Wealth Management - 12 month contract Gainsborough - hybrid available (our ref AL1290) Salary to £25,000 pa dep on exp benefits My client is an award-winning wealth management company and they now have an exciting opportunity for an individual to join them on a 12-month contract to cover maternity leave. There will be the opportunity to join the Company as soon as possible in order to gain a smooth transition and training from the individual leaving the post. The purpose of the role is to support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that our service offering is outstanding. Day to Day responsibilities Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. Prepare meeting packs for Advisers including valuations and all other relevant documents required on the database. Monitor / chase for the return of meeting notes uploaded to the system by Adviser. Ensure that client meeting notes are recorded on the system, including e-briefings, Curo/CRM's, CRR's, Client ID, service questionnaires, review dates updated, scan notes to system. Construct appropriate post meeting letter for issue to clients from Adviser notes Meet & Greet Advisers clients' when meetings are held onsite. Ensure welcome screen is displayed in reception and guests sign in to the Visitors Book. Send off any Letters of Authority bought back from client meetings and record in working spreadsheet ensuring information is chased as required. Process change of address requests, updating our systems and notifying the administration centres. Update systems and administration departments of any Death notifications following the Death Process. Make adviser aware of documentation received in relation to their clients and provide general support as required. Act as a point of contact for clients and deal with routine issues/queries. Client celebration cards and sympathy cards to be arranged as necessary and sent to clients. Stationery stocks to be maintained within the Pod to ensure all documentation is current, recycling pile to be checked and added back to stationary stocks as appropriate. Completion of "Confirmation Withdrawal and Rebalance letter". Skills / Knowledge Required: Knowledge and understanding of wealth management systems, procedures and responsibilities to ensure clients receive an outstanding service Professional and warm telephone manner. Ability to relate to the pressures on the Adviser Team and ensure an effective and efficient two way relationship. Team player. Product and market knowledge would be desirable If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Job title: Office Manager Location: Bristol (On-Site) Contract length: 6 months Working hours: Monday - Friday; 08:30-16:30 Pay rate: £15.00 per hour Randstad Sourceright, a leading provider of RPO & MSP Recruitment Services is currently seeking an Office Manager on behalf of a leading infrastructure company. Job purpose: We are seeking a resourceful and detail-oriented Office Manager to join the established team on a 6-month contract basis. The successful candidate will provide Office Management support to a dedicated sublot team. The office manager will be expected to ensure that all administrative duties are carried out as required by the team and that the offices are managed and maintained to an excellent standard. Responsibilities: Carry out office management duties to agreed service levels including covering reception for agreed hours Carry out office safety inspections in conjunction with the Health and Safety contact for the site Conduct cleaning audits Ensure the office is maintained to an excellent standard at all times including carrying out meeting room checks, replenishing stationery supplies, printer stations and kitchen consumables throughout the day as required, proactively reporting repairs, maintenance and cleaning issues Ensure all visitors for the site receive a safety brief are booked and receive excellent customer service Act as the focal point for any queries coming into the office and ensure they are dealt with efficiently Book travel/accommodation as required for the sublot and/or to support the wider office management team Act as the main contact for the offices Sharepoint page including keeping distribution lists up to date and sending out Yammer site level communications Ensure all office/facilities management procedures are followed Proactively contribute to the wider office management team activities and BBV wide activities including the promotion of social committee events, charity events and other BBV publicised events and activities Provide any other admin support as required by the sublot or other members of the Office Management Team Act as Fire Co-Ordinator for the site including ensuring that the fire plan is maintained up to date The office manager may also be required to co-ordinator first aid arrangements for their office including ensuring that the first aid plan is maintained up to date Qualifications/Experience: Must be confident in dealing with people at all levels achieve the required results Excellent verbal/written communication skills The ability work independently and successfully manage varying workloads IT literate with a good working knowledge of Office 365 Exceptional customer service skills Excellent administration experience RSR supports applications from a diverse talent pool. We welcome the opportunity to discuss flexibility requirements. If you require any reasonable adjustments to be made to enable you to participate in the recruitment process, please contact us on If this isn't the role you're looking for right now, please visit our contractor portal below where you will see all of our live roles and communities to join: