Administrative Assistant

4 days ago

Canterbury, Kent, United Kingdom Workingmums Full time

As a key member of our team at Workingmums, you will provide high-level administrative support to our Financial Planner and other colleagues in the financial planning department.

This is a part-time role requiring you to work 21 hours, ideally over a 3-day period.

We are looking for someone with strong administration skills and a keen eye for detail to join our team.

Main Responsibilities:

  • Liaise with clients to arrange and confirm meetings
  • Manage and maintain client files, both physically and electronically
  • Communicate with providers to obtain contract information
  • Organize and present contract information in a clear and concise manner
  • Process investment risk profiling questionnaires
  • Obtain illustrations and quotations from providers, using online systems as necessary
  • Prepare and send documents to clients
  • Complete application forms for client signature
  • Manage and maintain documents, both physically and electronically
  • Prepare contract information for annual reviews
  • Obtain contract valuations
  • Conduct research on funds and portfolios
  • Keep clients informed of progress, as necessary
  • Manage tax vouchers and sale and acquisition information
  • Maintain a schedule of dividends
  • Provide administrative and reception support, as requested by Financial Planner/Office Manager
  • Submit new business applications and ensure a smooth setup
  • Prepare cashflow models
  • Conduct research on products, investments, and markets
  • Confirm shareholdings, produce probate valuations, and transfer ownership/sell shares and other investments (when required and after training)

Key Skills and Experience:

  • Excellent written and oral communication skills
  • Ability to effectively prioritize and meet deadlines
  • Courteous and professional demeanor
  • Highly organized

Benefits:

  • 25 days holiday plus bank holidays
  • Discretionary bonus scheme
  • Private Healthcare

We are committed to protecting your data and will only contact suitable candidates directly. We will not store or process your data without your consent.

  • Administrative Assistant

    3 days ago

    Canterbury, Kent, United Kingdom Kent & Medway NHS & Social Care Partnership Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Kent & Medway NHS & Social Care Partnership Trust. As an Administrative Assistant, you will play a vital role in supporting our clinical team and ensuring the smooth operation of our administrative functions.Key ResponsibilitiesAdministrative...

  • Administrative Assistant

    3 days ago

    Canterbury, Kent, United Kingdom Kent & Medway NHS & Social Care Partnership Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Kent & Medway NHS & Social Care Partnership Trust. As an Administrative Assistant, you will play a vital role in supporting our clinical team and ensuring the smooth operation of our administrative functions.Key ResponsibilitiesAdministrative...

  • Administrative Assistant

    6 days ago

    Canterbury, Kent, United Kingdom Kent & Medway NHS & Social Care Partnership Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Kent & Medway NHS & Social Care Partnership Trust. As an Administrative Assistant, you will play a vital role in supporting our clinical team and ensuring the smooth operation of our administrative functions.Key ResponsibilitiesAdministrative...

  • Administrative Assistant

    1 week ago

    Canterbury, Kent, United Kingdom Kent & Medway NHS & Social Care Partnership Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Kent & Medway NHS & Social Care Partnership Trust. As an Administrative Assistant, you will play a vital role in supporting our clinical team and ensuring the smooth operation of our administrative functions.Key ResponsibilitiesAdministrative...

  • Administrative Assistant

    6 days ago

    Canterbury, Kent, United Kingdom Kent & Medway NHS & Social Care Partnership Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Kent & Medway NHS & Social Care Partnership Trust. As an Administrative Assistant, you will play a vital role in supporting our clinical team and ensuring the smooth operation of our administrative functions.Key ResponsibilitiesAdministrative...

  • Administrative Assistant

    1 week ago

    Canterbury, Kent, United Kingdom Kent & Medway NHS & Social Care Partnership Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Kent & Medway NHS & Social Care Partnership Trust. As an Administrative Assistant, you will play a vital role in supporting our clinical team and ensuring the smooth operation of our administrative functions.Key ResponsibilitiesAdministrative...

  • Administrative Assistant

    7 days ago

    Canterbury, Kent, United Kingdom New Appointments Group Full time

    We are seeking an experienced Administrative Assistant to join our team at New Appointments Group. As an Office Coordinator, you will be responsible for providing administrative support to our clients and staff.Key Responsibilities:Providing exceptional customer service and responding to queries in a professional and timely manner.Processing orders and...

  • Administrative Assistant

    6 days ago

    Canterbury, Kent, United Kingdom New Appointments Group Full time

    We are seeking an experienced Administrative Assistant to join our team at New Appointments Group. As an Office Coordinator, you will be responsible for providing administrative support to our clients and staff.Key Responsibilities:Providing exceptional customer service and responding to queries in a professional and timely manner.Processing orders and...

  • Administrative Support Assistant

    4 days ago

    Canterbury, Kent, United Kingdom Ashford College Full time

    About the RoleAs a College Services Assistant at Ashford College, you will play a vital role in providing administrative support to our College Support Services team. Your responsibilities will include assisting with the processing of student enrolments, applications, exams, and enquiries on our corporate data systems. You will also be involved in the...

  • Administrative Support Assistant

    4 days ago

    Canterbury, Kent, United Kingdom Ashford College Full time

    About the RoleAs a College Services Assistant at Ashford College, you will play a vital role in providing administrative support to our College Support Services team. Your responsibilities will include assisting with the processing of student enrolments, applications, exams, and enquiries on our corporate data systems. You will also be involved in the...

  • Radiology Administration Assistant

    26 minutes ago

    Canterbury, Kent, United Kingdom East Kent Hospitals University NHS Foundation Trust Full time

    {"title": "Radiology Administration Assistant", "content": "About the RoleWe are seeking a highly organized and detail-oriented individual to join our Radiology Administration team at East Kent Hospitals University NHS Foundation Trust.As a Radiology Administration Assistant, you will be responsible for performing reception duties, booking patient...

  • Vascular Administrative Assistant

    2 weeks ago

    Canterbury, Kent, United Kingdom East Kent Hospitals University NHS Foundation Trust Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our Vascular team at East Kent Hospitals University NHS Foundation Trust. As an Administrative Assistant, you will provide comprehensive administrative support to our Vascular consultants, nurses, and medical secretaries.Key ResponsibilitiesProvide...

  • Administrative Assistant

    4 days ago

    Canterbury, Kent, United Kingdom The Institute of Legal Secretaries and PAs Full time

    Job Title: Administrative Assistant & Team CoordinatorCompany: The Institute of Legal Secretaries and PAsLocation: CanterburyJob Type: Full-timeJob Category: Administration & SecretarialAbout the Role:We are seeking a highly organized and detail-oriented Administrative Assistant & Team Coordinator to join our dynamic team at The Institute of Legal...

  • Administrative Assistant

    4 days ago

    Canterbury, Kent, United Kingdom The Institute of Legal Secretaries and PAs Full time

    Job Title: Administrative Assistant & Team CoordinatorCompany: The Institute of Legal Secretaries and PAsLocation: CanterburyJob Type: Full-timeJob Category: Administration & SecretarialAbout the Role:We are seeking a highly organized and detail-oriented Administrative Assistant & Team Coordinator to join our dynamic team at The Institute of Legal...

  • Assistant Administrator

    2 weeks ago

    Canterbury, Kent, United Kingdom East Kent Hospitals University NHS Foundation Trust Full time

    About the RoleWe are seeking a highly motivated and effective Assistant Administrator to join our Patient Service Centre team at East Kent Hospitals University NHS Foundation Trust. As a key member of our team, you will play a vital role in ensuring that patient care is at the forefront of our service.Main ResponsibilitiesRegister GP referrals and book...

  • Administrative Assistant

    1 week ago

    Canterbury, Kent, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a highly skilled and enthusiastic Customer Service Representative to join our team at Sanctuary Group. As a key member of our front-line staff, you will be responsible for providing exceptional customer service to our residents, relatives, and visitors.Key ResponsibilitiesProvide a warm and welcoming experience for all visitors,...

  • Administrative Assistant

    6 days ago

    Canterbury, Kent, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a highly skilled and enthusiastic Customer Service Representative to join our team at Sanctuary Group. As a key member of our front-line staff, you will be responsible for providing exceptional customer service to our residents, relatives, and visitors.Key ResponsibilitiesProvide a warm and welcoming experience for all visitors,...

  • Administrative Coordinator

    2 weeks ago

    Canterbury, Kent, United Kingdom TPF Recruitment Full time

    Job DescriptionTPF Recruitment is seeking a highly organized and proactive Administrative Coordinator to join our growing firm of chartered accountants in a professional services environment. In this role, you will report directly to the directors, providing vital support to them and their accounting teams.As a key contributor to the firm's daily operations,...

  • Administrative Coordinator

    6 days ago

    Canterbury, Kent, United Kingdom TPF Recruitment Full time

    Job SummaryTPF Recruitment is seeking a highly organized and proactive Administrative Coordinator to join our growing firm of chartered accountants. In this role, you will report directly to the directors, providing vital support to them and their accounting teams.As a key contributor to the firm's daily operations, you will ensure seamless client management...

  • Administrative Coordinator

    2 days ago

    Canterbury, Kent, United Kingdom TPF Recruitment Full time

    Job DescriptionTPF Recruitment is seeking a highly organized and proactive Administrative Coordinator to join our growing firm of chartered accountants in a professional services environment. In this role, you will report directly to the directors, providing vital support to them and their accounting teams.As a key contributor to the firm's daily operations,...