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Senior Administrator

Hays Specialist Recruitment Limited
Posted 2 days ago, valid for 24 days
Location

Exeter, Devon EX4 2PL

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for an administrative support role within a national company based in Exeter, offering a salary of £25,000 per year.
  • Candidates must have a minimum of 5 years of strong administration experience and the ability to manage multiple tasks efficiently.
  • The role involves assisting a team of investment managers with client records, handling queries, and maintaining accurate documentation.
  • Upon starting, the selected candidate will need to complete a multiple-choice exam within a year to obtain a qualification for career advancement, with the exam fees covered by the organization.
  • Employees can expect excellent benefits, including an annual bonus, Bupa Health Care, a good pension scheme, and a holiday loyalty scheme that increases with tenure.

Your new companyWorking for a national company with this role being based in Exeter.The salary is £25k and this is a full-time permanent role. **Please note once starting this role, there is an exam which needs to be completed within a year of you starting to enable you to get a qualification to advance you within the role. The exam is multiple choice. The exam is paid for by the organisation.Your new roleThe ideal candidate will provide a high standard of administrative support to a successful investment management team. The candidate will be working for a small but busy team of investment managers who are responsible for a range of discretionary and advisory clients.This is a non-regulated position supporting a team of investment managers in looking after their clients. The primary role is assisting with the administration of portfolios and client records, handling client queries and liaising with the Operations department. While the individual will assist in the management of private client relationships, this role is primarily an administrative one.Key areas of responsibility:

  • Assisting in the provision of a full range of administrative services for the team.
  • Arranging for printer repairs and maintenance.
  • Ensuring that the office always has adequate stationery, including the most recent account opening forms and other marketing stationery.
  • Answering the telephone and transferring calls / taking messages and recording telephone notes on client files.
  • Maintaining records such as the H&S log, Financial Promotions log, Safe log, Complaints log.
  • Scanning, shredding and photocopying documentation when required.
  • Preparing, printing, and providing managers with the documentation required for meetings.
  • Preparing meeting refreshments, including meeting & greeting clients upon arrival.
  • Keeping client information up to date and assisting in the production of client suitability reports. Such roles may well involve communicating directly with clients, and intermediaries such as solicitors and accountants.
  • To liaise with the accounts department over cash movements and to administer payments, including currency payments.
  • Setting up, closing and managing client files, ensuring all information is up-to-date and accurate.
  • Responding to corporate actions, including notifying clients.
  • Preparing documentation for potential new clients

What you'll need to succeedStrong administration experience (5 years plus)Someone who is able to juggle multiple tasks at once Good attention to detailAbility to use your own initiative What you'll get in returnExcellent salaryAnnual bonusExcellent benefits including Bupa Health CareGood pension schemeA holiday loyalty scheme starting at 23 days plus bank holidays, but increases with time served with the company, up to 27 days plus bank holidays! What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.