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We are a well established and successful financial services company based in Godalming, who are recognised in our sector as being a market leader and due to continued success, we now require an additional Administration Support Assistant. Having successfully recruited across the business during 2023 and 2024, we require an additional Administration Support person working within the wider administration support team. Our Administration Support roles are an excellent entry level role for candidates looking to move into their first fully office based position. You may currently be working in retail, hospitality or leisure or similar and be looking to secure your first office based role or you may be a recent College or University leaver looking for an office role now your studies are completed. The Administration Support role will support our more experienced Administrators who in turn support our financial consultants. We can offer full training and support. Working Mon-Fri 37.5 hours per week, we are offering a generous starting salary plus full training and career progression, free parking, 25 days’ holiday, life cover, private healthcare and a company pension.
As one of our Administration team, you will cover a wide range of duties and will be responsible for assisting the Consultants and Administrators by providing the following secretarial and administration services.
Using the Company's standard word-processing, spreadsheet and e-mail software (currently Microsoft Word, Excel and Outlook/Exchange).
Ensuring all paperwork is filed promptly and that files are maintained in good order.
Printing off standard database reports, both routinely, and upon request.
Storing and retrieving papers for Follow-Up ('Pinks').
Photocopying.
Undertaking other tasks at the consultant’s request to ensure efficient operation of the office.
Production of standard letters on the instructions of the consultant
EID checks to be completed
All procedures necessary for the production of Statements including emails, letters and telephone calls, scanning, database and uploading.
To be successful, you will have ideally have excellent PC skills (Word, Excel and Outlook) and the ability to work in a busy environment managing your own workload and prioritising your daily tasks. We welcome applications from candidates with or without previous office admin experience. The successful candidates will have excellent communication skills (written and verbal), you should be a quick learner and have a professional, confident and efficient approach. The role would suit recent College or University leavers seeking an office based role or those candidates with some admin experience gained within another sector, now seeking their first fully admin based position.
In return we can offer a generous starting salary, plus excellent benefits and career development opportunities, with a well-respected and fast-growing organisation working Mon to Fri with on site parking and 25 days holiday.
Please submit your CV asap for immediate consideration.
