Office Administrator/pa

3 days ago


Wrexham, United Kingdom Marstep Resourcing Solutions Full time

**Up to £21,000p/a + Bonus + Benefits + Career**

**This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.**

**Location**: Wrexham

**Hours**: Full time. 9am until 5pm (Monday to Friday)

**Salary**: Up to £21,000

**Contract type**: Permanent

**Benefits;**30 days holiday (inclusive of bank holidays), NHS Top up Medical Cash Plan

**The Opportunity**:An exciting new opportunity has arisen within a reputable financial services practice. The new role will be to join their successful, busy PA Team, providing support to the Financial Advisers within the practice.

**Role Purpose**: As an Administrator/PA you will be required to provide full time administrative support to designated Advisers and the wider office where necessary. You will be required to report to the PA Team Leader and Practice Manager.

**Key Duties and Responsibilities**:

- Preparation of Meeting files - New and Review
- Diary management of allocated Adviser/Advisers
- Appointment making
- General oversight and management of the client experience and servicing for your dedicated Adviser - inclusive of management of client review list
- Building and maintaining professional relationships with clients and colleagues
- Liaising with external providers and companies via way of letter and telephone
- Preparation of business submission files to pass to paraplanning team
- Ensuring compliance documentation is completed and files correctly and in line with legislation
- File note/Contact record maintenance
- Processing of withdrawal of funds
- Processing of fund switching
- Letter writing to clients
- Reprioritise workload to ensure that all urgent work is actioned in a timely manner
- Ensure all relevant processes and actions are completed in a timely effective manner to support other members of the team
- Be involved and contribute at team meetings
- Provide cover for other team members upon request as per the business need
- Keeping up to date with evolving procedures and systems - internally and externally
- Scanning and processing of client documentation
- Answering of Incoming office calls
- Admin of specific office/team projects
- General wider office duties
- Obtaining and maintaining a good background knowledge of products

**Person Specification**:

- Genuine interest in Financial Services
- High level of attention to detail
- Highly organised
- Excellent written and verbal communication skills
- Excellent IT Skills
- Team player
- Approaches work positively with a can-do attitude and take responsibility for own tasks
- Manages time effectively with the ability to multitask
- Works well as an individual and also as part of a large team
- Open to change with a creative approach to problem solving

**This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.


  • Executive Pa

    5 days ago


    Wrexham, United Kingdom Travail Employment Group Ltd Full time

    Executive PA£30,000 per annum Monday - Friday (30-37.5 hours per week) Wrexham location Permanent **Additional benefits**: - A positive and friendly working environment. - The opportunity to make a real difference. - Excellent training and development opportunities for those that want them. - Generous holiday allowance that increases with length of...


  • Wrexham, United Kingdom Recruit4Staff Full time

    Recruit4staff are proud to be representing their client, a leading design/retail company in their search for an **Office Administrator** to work in their HQ in Wrexham **For the successful Office Administrator our client is offering**: - £21,675 per annum (Depending on experience) - Working hours: Monday - Friday 9am to 5pm - 21 days holiday plus bank...

  • Office Administrator

    7 months ago


    Wrexham, United Kingdom Bridge of Hope Full time

    Office Administrator. Office Administrator. Monday - Friday 08.30 am - 16.30 pm £12 - £15 Per hour depending on experience General Office admin duties; - Raising purchasing orders on SAP system - Scanning - Filing - Printing - Minutes typing in meetings - Use of in house and external software. All training will be provided CPLiverpoolIND The...

  • Office Administrator

    6 months ago


    Wrexham, United Kingdom Wrexham Mineral Cables Full time

    Wrexham Mineral Cables are looking to recruit an Office Administrator to join our current Sales team at our factory in Ruabon Wrexham. - Processing invoices for accounts & Ordering stationery and office supplies when required. - Processing, Checking and tracking of customer purchase orders. - Customer communication & support - Filing of office documentation...


  • Wrexham, United Kingdom Platts Agriculture Limited Full time

    As the Office General Assistant you will provide support to all Head's of Departments assisting with all areas of administration across the business. The primary objective of the role is to be responsible to support the Company with it's ambitious growth plans, working across all elements of office support in a generalist role from reception to diary...


  • Wrexham, United Kingdom J Scott Furnishers Ltd Full time

    J Scott Furnishers is a furniture supplier in Wrexham, dedicated to delivering great products at competitive prices. Our showroom is packed full of exceptional furniture from leading manufacturers, while our knowledgeable and friendly team is always on hand to answer your questions and provide expert advice Business times are as follows: Tuesday 10 am - 4...


  • Wrexham, United Kingdom Platts Agriculture Limited Full time

    As the HR & Office General Assistant you will provide support primarily for the HR department and for the Head's of Departments assisting with all areas of administration, policy, process and procedures across the business. The primary objective of the role is to be responsible to support the Company with it's ambitious growth plans, working across all...

  • Office Administrator

    3 weeks ago


    Wrexham, Wrexham, United Kingdom CV-Library Full time

    Job Title:Admin Officer (AO)Company OverviewCV-Library is seeking a highly organised and motivated Admin Assistant to support the admin team based at Wrexham Civil and Family Court.The successful candidate will have strong administrative skills with proficiency in Microsoft Office packages, excellent communication skills, both written and verbal.Salary...


  • Wrexham, United Kingdom Wrexham County Borough Council Full time

    **Description**: Office Administration Assistant Grade 03 £20,441 - £20,812 pro rata £12,704 - £12,934 27 ½ hours per week term time only (38 weeks/year) Start date - As soon as possible Permanent post The governors of Darland High School are looking to appoint a full time permanent Office Administration Assistant CLOSING DATE FOR APPLICATIONS :...


  • Wrexham, United Kingdom Blue Projects Full time

    Blue Projects is a very dynamic consulting company that specializes in delivering customized Engineering and Project Management solutions to clients operating in the industrial sector. As part of our efforts to expand our business, we are currently looking for a Project Office Administrator to join our team. We require an individual who is reliable,...


  • Wrexham, United Kingdom PHS Supplies Ltd Full time

    PHS SUPPLIES LTD IS A LONG ESTABLISHED INDEPENDENT KITCHEN AND BATHROOM SHOWROOM AND ARE LOOKING FOR A FULL TIME PERMANENT OFFICE ADMINISTRATOR. THE DUTIES WILL INCLUDE ANSWERING THE TELEPHONE, FILING, INPUTTING INVOICES ON TO THE COMPUTER, AND GENERAL ADMIN WORK.KNOWLEDGE OF XERO ACCOUNTING SYSTEM IS PREFERRED BUT NOT ESSENTIAL AS TRAINING CAN BE...

  • Office Administrator

    7 months ago


    Wrexham, United Kingdom Maelor Feeds Ltd Full time

    We are an Animal Feed Manufacturer based in a rural location and supplying Farmers locally and in the surrounding Counties. This is a permanent role within the Company for an experienced Person to work as part of our small Office Team. **The Role**: Your primary role will be checking supplier invoices are correct and entering them onto Sage 50 Accounts. In...


  • Wrexham, United Kingdom Glyndŵr University Full time

    **The Faculty** The Faculty of Arts, Science and Technology at Wrexham Glyndwr University has a rich history of innovation in the Arts and Science teaching and research, dating back to 1887. We are recruiting to work on a new EPSRC funded project, Ecological Citizens which aims to develop a network of partners addressing the ecological and climate-related...


  • Wrexham, United Kingdom Xgas Limited Full time

    _Office Administrator - part time / job share 2-3 days per week _ - **About the role: Office staff /admin assistant**_ - Key Responsibilities: _ - Work collaboratively with the operations manager & office staff in the planning and prioritisation of work allocation, dealing with multiple Landlord's and letting agents as required to maintain maximum in day...


  • Wrexham, Wrexham, United Kingdom Clockwork Organisation Ltd ta Travail Employment Full time

    Estimated salary: £50 per hour.Job DescriptionWe are seeking a highly skilled and organised administrator to support with all aspects of administration working within an educational institution. This temporary role will require the successful candidate to work closely with our team to deliver exceptional administrative services.Key Responsibilities:Booking...


  • Wrexham, United Kingdom Spire Healthcare Full time

    **Office Administrator | Bank | Spire Yale Hospital | Wrexham | Flexible Shifts** Spire Yale Hospital in Wrexham are looking for a motivated and expereinced Administrator to join their Bank on a flexible basis to support the smooth running of the hospital administration departments, and ensure an exemplary level of customer service is upheld in the...


  • Wrexham, United Kingdom Ad Warrior Full time

    **Senior Business Administrator** **Location**:Wrexham **Salary**: Up to £26,000 per annum (FTE) **Job Type**:Permanent, 30-37.5 hours per week (Flexible hours Monday - Friday) Our clients are looking to appoint a proactive, task driven and experienced person to join the administration support team in a brand-new role at their Hospice. The role will...


  • Wrexham, United Kingdom CV-Library Full time

    Job Title: Senior Office Administrator Location: Mold, Flintshire Salary: Up to £37,500 – depending on experience Job Type: Permanent, Full Time About us: Jackson Fire & Security is rapidly expanding operations across the UK, making now an exciting time to join a company which benefits from constant demand for its fire and security...


  • Wrexham, United Kingdom Jackson Fire & Security UK Ltd Full time

    Job Title: Senior Office Administrator Location: Mold, Flintshire Salary: Up to £37,500 – depending on experience Job Type: Permanent, Full Time About us: Jackson Fire & Security is rapidly expanding operations across the UK, making now an exciting time to join a company which benefits from constant demand for its fire and security solutions. We work...


  • Wrexham, United Kingdom Saxon Homecare Ltd Full time

    Saxon Homecare Ltd is long established independent heating showroom and are looking for a full time office administrator. Duties will include answering the telephone, filing, inputting invoices on the computer, writing schedules for our installation team and managing customer surveys. **Skills**: - Be organised - Be dependable and professional - Have...