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Office Administrator

4 months ago

Chesterfield, United Kingdom Harvest Associates Full time

**Purpose of the role**

Provide clerical and administrative support to ensure the smooth running of the firm.

**_Skills_**
- Good written and oral communication skills.
- Good report writing skills.
- Good methodical and organisational skills.
- Computer literacy and good typing skills.
- Accurate with good attention to detail.

**_Knowledge_**
- Detailed knowledge of the FCA’s and the firm’s record keeping requirements.
- Basic knowledge of the financial services sector.
- Knowledge of the following software packages: Sage, Intelligent Office, Microsoft Word and Excel

**Responsibilities General**
- Comply at all times with the firm’s Compliance; Training & Competence; Complaints and Data Security policies / procedures.
- To ensure that the firm’s clients are treated fairly at all times.
- To work as part of a team alongside the firm’s advisers to provide clients with a professional ongoing financial planning experience.
- Attend training and to develop relevant knowledge and skills.

**Specific**
- Sorting and distributing incoming post and organising and sending outgoing post.
- Create and maintain filing systems / client files.
- Arrange meetings / book appointments.
- Update and maintain the firm’s records / registers, as required.
- Update and maintain the firm’s diary system.
- Submitting new business.
- Compiling invoices.
- Ordering and maintaining stationery and equipment supplies.
- Liaising with product providers / mortgage lenders, as and when necessary.
- Assisting advisers in the creation of client financial reports / letters.
- Monitor receipt of commission / fee payments from clients.
- To attend meetings as and when required.
- Maintain a computerised customer database.
- Type and word-process various documents and electronic information.
- Create financial reports using spreadsheets.
- Input Data onto the company’s Sage accounting system
- Ad hoc exercises as requested by the Managing Director

**Job Types**: Full-time, Part-time, Permanent
Part-time hours: 35 per week

**Salary**: £22,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance
- Sick pay

Schedule:

- 8 hour shift
- Day shift

Supplemental pay types:

- Bonus scheme

Work Location: Hybrid remote in Chesterfield, S43 4XA

Reference ID: Harvestadmin