Part Time Administrator

Salary -26-29,000 (pro rota)

Location : Hartley Wintney

My client who are based near Hartley Wintney are seeking an Administrator to join their team on a part-time basis. We are looking for candidates who are proactive and organised and can work in a team environment. You will be supporting the Directors with their daily workload.

This is a part time role for 24 hours a week, which can be worked as 3 full days, or 4/5 shorter days, however, must include Wednesday and Thursday. The role is fully office based but start and finish times are flexible. Full training will be provided.

General duties

Answering phones

General scanning and filing

Preparation of files for client meetings for existing client review meetings and sign up meetings

Reception cover as and when required

Responding to general client queries

Prepare appointment files

Processing withdrawals; including calculations to determine the best withdrawal option

Processing fund switches

Sending out Letters of Authority to clients, chasing for return, sending them to providers and chasing for information, checking information as well as providing weekly updates to clients.

Completion of checklists and plan summaries

Keep up to date with any new procedures, compliance, changes to business submission procedures and head office communications

Qualities and skills:

Essential:

Previous Administration experience, although this does not have to be within the financial services industry

Excellent communication skills

The ability to balance conflicting demands in a calm and friendly manner

Ability to work autonomously and within a team

Analytical with precise attention to detail

Ability to accurately transpose information

Ability to work to deadlines

Good time management