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An Accounts & Administrator Manager in the Financial Services industry is sought to provide crucial secretarial and business support. The role entails a wide range of administrative duties, alongside basic accounting work.
Client Details
The company is a well-established entity within the Financial Services sector. They pride themselves on their high-quality client services and commitment to sustainable financial planning.
Description
- Reporting: Directly report to the Managing Director (MD).
- Team Oversight: Provide oversight and check work done by the administration team.
- Accounting:
- Gather and correlate management information for MD.
- Handle purchase invoices, sales invoices, and account reconciliation.
- Prepare monthly business figures and quarterly VAT return details.
- Administration Management:
- Prepare documentation for client review meetings.
- Upload post-review documentation and manage filing.
- Facilities Management:
- Liaise with external suppliers (stationary, IT, phones).
- Manage recycling, waste disposal, and shredding.
- Monitor online access logs.
- Marketing: Coordinate electronic and written marketing campaigns.
- HR:
- Manage sickness and holiday logs.
- Prepare new starter packs and handle onboarding.
- Compliance:
- Maintain compliance calendar.
- Distribute monthly compliance guidance.
- Prepare information for various returns as needed
Profile
A successful Administrator should have:
- A degree or equivalent qualification in Business Administration or a related field.
- Proficiency in MS Office applications (Word, Excel, Outlook).
- Excellent organisational and time management skills.
- Strong communication and customer service skills.
- Ability to work well as part of a team.
- Knowledge of the Independent Financial Advisor/Financial Services industry would be advantageous.
Job Offer
- A competitive salary
- This role can be offered on either a part time or full time basis
- Full time hours 9:00 - 5:00pm. If part time then the hours would be the same but over 3 days
- This role is office based initially but there is the potential for hybrid working after probation
- The opportunity to develop your career in a supportive, team-oriented environment.
- The chance to work in the heart of the Financial Services industry.
We look forward to receiving your application and exploring your potential fit within our team. Don't miss this opportunity to join a respected company in the Financial Services industry!
