Administrator
Woking
£23,500pa - £28,000pa DOE
Are you seeking a new challenge in a progressive company?
As an Administrator, you will play a key role in supporting with administrative tasks and acting as the central point of communication between the Advisers and clients. You will ensure that all services are delivered professionally, efficiently, and in full compliance with company standards.
Working as part of a collaborative team, your responsibilities will involve client support, managing communications, and ensuring that day-to-day operations run smoothly, making you a vital part of the organisation's success. Your role will ensure efficient, professional, and compliant service delivery.
Key Responsibilities include:
Sending out advice letters and relevant documents.
Handling client queries via secure messaging, email, and phone.
Processing new clients and manage service setup.
Meeting deadlines with the Advisers and Admin Team.
Client Database Management
Managing tasks, update diary entries, and track progress.
Keeping client data accurate and up to date in internal systems.
Open, scan, and process post (when in the office).
Answer phone calls and direct queries or take messages.
Skills required for this role:
Proficient in Microsoft Office (Word, Excel, Outlook, Teams).
Confident in client communication, especially with high-net-worth clients.
Professional, enthusiastic, and a strong team player.
Able to prioritize tasks and work efficiently.