Administration Assistant

23 hours ago


Guildford, United Kingdom Office Angels Full time

**Administration Assistant**

**£25,000 plus benefits such as 27 days holiday, pension,**

**Flexibility of hybrid working**

**Guildford, Surrey**

**Monday to Friday, 9am -5:30pm**

**Start date: Asap**

**Overview**:
An exciting opportunity to join an **award-winning** and **growing** financial services company in Guildford

You will be supporting the office manager and investment managers in their daily business across wide-ranging administrative and organisational functions

This role would suit a **graduate**seeking their first role or an **experienced administrator** with basic secretarial skills.

**Sounds interesting, what will my daily duties be?....**
- To assist in all aspects of opening and maintaining client accounts, including obtaining AML documentation and financial information.
- Communicating directly with clients, and intermediaries such as solicitors and accountants.
- Keeping client information up to date and assisting in the production of client suitability reports and investment reviews.
- To liaise with the accounts department over cash movements and to administer payments.
- Setting up, closing and managing client files, ensuring all information is up to date and accurate.
- Following up potential new client connections and ensuring that the necessary forms are completed and fully processed.
- Setting up and preparation of client meetings including organising refreshments.

**To be successful in this role you'll have**
- Good communication skills, both written and verbal
- GCSE (or equivalent) level including Maths and English. A-Levels preferred
- Experience of working in a similar environment is
- **preferable**:

- Highly organised/ numerate
- The ability to work under pressure whilst maintaining a high level of attention to detail and accuracy
- An enthusiastic, 'can-do' attitude

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.



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