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Temporary

Secretary/Administrator

Bury St. Edmunds
money-bag 14.00-14.00 Hourly
3095028674
Posted Today

Secretary/Administrator Bury St Edmunds Temporary Monday - Friday, 08:30-17:00 £14.35 per hour We are recruiting on behalf of our client for a dedicated and highly organised Secretary/Administrator to join their team on a temporary basis. This role involves providing comprehensive administrative support, ensuring smooth daily operations, and maintaining high standards of accuracy and professionalism.Key ResponsibilitiesAssist with the new client account opening processSupport the drafting of client reports and correspondence for valuations, dealing letters, recommendations, and ad hoc requestsComplete typing and filing tasks efficientlyPresent documents professionally for manager review and approvalProofread and check documentation for accuracyClarify unfamiliar terminology or unclear information promptlyMaintain filing systems and update internal CRM records regularlyEnsure filing systems are prepared ahead of annual file reviewsIdentify opportunities for process improvementsComplete SharePoint forms for manager approvalPrepare payment, receipt, transfer, and other forms for sign-offAssist in resolving administrative queriesAnswer calls, take messages, and relay information accuratelyKeep background and suitability reports up to dateProvide support during busy periods, sickness, or absenceMake low-risk CRM payments up to £50kComplete any other general administrative duties as requiredRespond to client administrative queries, escalating where necessaryBuild client relationshi

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