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Administrative Assistant

4 months ago

Bangor, United Kingdom Andrew Hughes Wealth Management Cyf Full time

**Administrative Assistant - Financial Services**

Andrew Hughes Wealth Management is an established financial planning and wealth management business serving individuals, business and families, trustees and charities.

Due to a rapidly expanding client base, the business has created a new role to work within the modern, pleasant offices in Parc Menai, Bangor (North Wales).Working as part of a small hands on team, you’ll take full ownership of your workload, providing a comprehensive and extremely accurate administrative service. Your responsibilities and duties will include, although not be limited to;
- Setting up client files, processing paperwork and inputting data onto the system
- Sending written requests to third parties for documentation
- Contacting clients, colleagues, and external parties to gather outstanding information
- Checking information received from third parties
- Preparing paperwork prior to colleague’s meetings with clients
- Reviewing documentation with a high level of attention to detail, ensuring accuracy and compliance
- Processing and scanning paperwork, following strict processes and procedures
- Ensuring computerised and manual records remain up to date at all times
- Answering phone calls and resolving queries
- Greeting clients at the offices

**Our Requirements - Financial Services Administrator role**
- Proven experience working in a busy administration role, ideally within the financial services sector although not essential
- Ability to work within a regulated business and gain technical knowledge
- High level of attention to detail, with timely and accurate typing and data entry skills
- Ability to maintain strict client confidentiality and adhere to Data Protection laws

Strong IT literacy with good knowledge of Microsoft Word and Excel
- Excellent time management, prioritisation and organisation skills
- Proactive approach to work with the ability to use own initiative and problem solve effectively
- Excellent communication and interpersonal skills, with the ability to work as part of a team
- Although not essential, the ability to speak Welsh would desirable

**The Package**

Industry leading training will be provided via various channels to help you develop within our team and build a career in financial planning
- Salary £21,000 - £25,000 - level dependent on experience
- Permanent Contract, full time hours, Monday - Friday 9am - 5pm
- Non-contributory pension scheme

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

**Salary**: From £21,000.00 per year

**Benefits**:

- Company pension
- On-site parking

Schedule:

- Monday to Friday

Work Location: One location

Application deadline: 28/02/2023
Expected start date: 01/03/2023