Administrator/Receptionist (Part Time Hours)
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.
Location: WrexhamHours: Part Time. 9am until 5pm 4 Days per Week.
Salary; £22,000-£23,000 Full Time Equivalent
Contract type: Permanent
Benefits;- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Bike to work scheme
- Exam support and funding
- Inhouse development path for those that want to develop throughout the various roles
- Team socials
Role purpose: An exciting new opportunity has arisen within a reputable financial services practice. The role will be a split role, with two days spent in the Client Servicing team providing admin support and two days in the Front of House ( Reception ) role.
Key Duties and Responsibilities:
CSA Duties- Prep of meeting packs (new and review)
- Change in contributions
- Diary Management
- Appointment booking
- Change of bank details
- Change of address
- Review and overdue meeting management
- Adding leads and prospects
- Withdrawals - security checks and confirm request
- Online access registering
- Basic letters of instruction - (eg UT & ISA)
- ID & V & AML check for review
- Logging documentation
- Client meeting reminders
- Prep of welcome packs/sending
- Certifying docs
- LOA’s
- Chasing withdrawals
- Policy services request for information
- Calling providers for information
- Land registry search on request
- Scanning and processing incoming post
- Answering of incoming office calls
- Greeting and welcoming clients into the office
- Prepare client beverages/refreshments on request
- Prepare meeting rooms for client meetings
- Ensure reception area is tidy & presentable
- Receive, sort and distribute mail/deliveries
- Printing and posting of client letters
- Sending Birthday cards out to our clients-manually writing them out and posting
- Answering of incoming general office calls
- Maintenance of office supply of literature and office stationery-stock take
- Maintenance of office general supplies- stock take
- General office housekeeping
- Assisting with the posting of client annual diaries, calendars and mail-merges
- Admin of specific office/team projects on request
Person Specification:
- Genuine interest in Financial Services
- Confident phone manner and dealing with clients
- Keen to develop and learn
- High level of attention to detail
- Highly organised and works with a proactive attitude
- Excellent written and verbal communication skills
- Excellent IT Skills
- Approaches work positively with a can-do attitude and take responsibility for own tasks
- Manages time effectively and can work within set timescales
- Works well as an individual and as part of a large team
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.