Office Assistant

7 days ago

Margate, United Kingdom Financial Escape Ltd Full time

**Office assistant**

**Flexible hours between 08.30 and 18.00 Monday - Friday**

This is a varied role, it will include regular tasks such as:

- Answering the telephone, taking messages and passing them on
- Making telephone calls
- Keeping the office area clean and tidy
- Printing documents
- Filling paperwork
- General assistance to other members of staff
- Meeting and greeting clients providing a great first impression
- Booking appointments
- Making refreshments

The role will also offer some more industry specific tasks such as:

- Financial report writing
- Updating financial plans and records
- anti money laundering checks
- financial file checks
- strict GDPR and data protection policy adherence
- regular training and monitoring for financial firms

**Essential Requirements**:

- Good spelling, punctuation and literacy
- Good organisation and prioritising abilities
- Personable, positive and enthusiastic
- Complete discretion in dealing with sensitive and confidential client information

**Desired (Non-essential) requirements**:

- Experience in all Microsoft office programmes including Word and Excel
- Understanding of health and safety issues at work.

**About us**

Financial Escape is a family run firm of independent financial advisers, we specialise in ethical, socially responsible and sustainable pensions and investment advice so someone who is conscious of their footprint will fit in well here.

Our principles of business that we aim towards and encourage our staff to strive toward are:

- Honesty - to be truthful without compromise or omission
- Integrity - to always do the right thing regardless of the expected outcome
- Trust/trustworthy - to act in a way that promotes trust in yourself and the firm and to take no action that would call into question your own trustworthiness
- Trial and error - You do not always have to be right, learn from your mistakes and move forward. The important thing is to always keep trying, aim to be the best person you can be, professionally and personally.
- Collaborate - None of us are as smart as all of us.
- Don't get comfortable - Speak out for what you disagree with, personal, business or ethically, 'that's just the way it is' doesn't mean it can't change. Always strive for better.

**Benefits**:

- Flexible working hours

**Job Types**: Full-time, Part-time, Permanent

Pay: £12.16 per hour

Expected hours: 20 - 37.5 per week

Schedule:

- Monday to Friday
- No weekends

Ability to commute/relocate:

- Margate, CT9 3PG: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Application deadline: 28/10/2024
Reference ID: Admin

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