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Office Administrator

3 months ago

Leamington Spa, Warwickshire, United Kingdom Beaufort Wealth Management Ltd Full time

We are a firm of Independent Financial Advisers based in Warwick and provide individuals and Businesses with a bespoke service, tailoring financial solutions to their needs and objectives.

We have 6 Financial Advisers and 10 support staff, who are a mixture of administrators and paraplanners.

We are looking for an enthusiastic team player to join our company in a junior administrative role.

The main purpose of the role would be to provide administrative support to the business. The role will report to the Operations Manager.

General duties include, but are not limited to:

  • Dealing with incoming and outgoing post
  • Scanning correspondence to back office system
  • Photocopying, scanning, shredding and binding correspondence
  • Meet and greet clients prepare refreshments
  • Keep office & meeting rooms tidy
  • Fill and empty dishwasher each day
  • Answer telephones and direct calls in a professional manner
  • Make outgoing calls to clients, Providers and 3rd party suppliers
  • Monitor stationary and place order(s) when required
  • Monitor office supplies (tea, coffee and cleaning products) and place an order when required

Required skills and experience:

  • Good written and verbal communication skills
  • A personable approach
  • Good IT skills and knowledge of Microsoft Office Programs
  • Experience of working in a client facing role
  • Ability to plan and organize time effectively & multi task
  • Ability to prioritise workload and tasks
  • Ability to work to deadlines
  • Be able to work independently and as part of a team
  • Willingness to learn and demonstrate personal development
  • Previous experience in a similar role would be an advantage, but not essential as full training will be provided
We offer a friendly environment with a competitive salary and 23 days holiday plus statutory bank holidays.

Working hours 9am - 5pm Monday to Friday full time or part-time available 9:30am - 3:30pm Monday-Friday

Office based role

Position available immediately

Previous applicants need not apply

Company Pension Scheme

At the end of the Probationary period, can elect to join a Private Medical and Paycare scheme

Job Types:
Full-time, Part-time, Permanent

Part-time hours: 30-40 per week

Salary:
From £19,000.00 per year

Benefits:

  • Company pension
  • Free parking
  • Onsite parking
  • Private medical insurance

Schedule:

  • Monday to Friday

Work Location:
In person

Application deadline: 19/06/2023