Administrator

Administrator – London – £30K

My client is a new and exciting brand in the financial services industry. With offices based in the heart of the city at Citypoint, my client has an established client base comprised of city-based professionals, business owners, and sports people.

Job Summary:
To provide secretarial and administration support as required to the head of ops.

Duties include:

• Work with the Head of Ops to administer projects on the back-office system.
• Data entry onto back-office systems.
• Occasional filing and post duties when needed.
• Writing review letters.
• Helping to gather client information/client packs for meetings.
• Scanning/attaching/copying/printing documents for the advisers and paraplanners.
• General office tasks to ensure the smooth running of the office.

Skills/qualifications:

• Prior knowledge of intrinsic paperwork system – XPLAN – not essential, training can be provided if required.
• You will be required to use standard applications to process, obtain, and combine information – Microsoft Word, Excel, and Outlook.
• Be able to complete some routine and non-routine tasks in an office environment.
• Strong attention to detail.
• Ability to manage own time effectively.

My client will offer the opportunity within this role to progress. Possible progression into paraplanning if candidates prove themselves to be hard-working and keen to learn. This is a new role, and they are keen to find someone who will grow into the role and make it their own.