Office Management and Administration

3 weeks ago


Northampton, Northamptonshire, United Kingdom The Graduate Recruitment Specialist Ltd. Web Full time

About the Role

We are seeking an organized and efficient Office Manager to administer our office operations and ensure smooth day-to-day running. The ideal candidate will have previous experience in a similar role and be proficient in using Microsoft Word and Excel.

Main Responsibilities

  • Valuations: Preparing client valuations by gathering details of client holdings and updating the database accordingly.
  • Fact Finds: Scanning and inputting all Fact Finds completed by the Advisers into the Back Office system.
  • Database Maintenance: Setting up new clients in the Back Office system and inputting client financial plans. Occasionally meeting and greeting clients.
  • Fee/Commission Entry: Inputting figures from providers' statements into an Excel spreadsheet.
  • Ad Hoc Duties: Any other duties as directed by the Business Manager and/or Directors.

Requirements

  • A minimum of C grades in English and Mathematics at GCSE level.
  • A Levels or equivalent.
  • Knowledge of Word and Excel.
  • Ability to confidently communicate with clients and team members via phone and face-to-face.
  • Must have previous experience on the phone.

Benefits

  • Exam Support.
  • Death in Service.
  • Health Cash Plan.

Additional Information

20 days holiday plus an additional 3 days over the Christmas period & bank holidays. Monday – Friday 09:00 to 17:00 – Office based. Health & Safety: No current issues to report on site.



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