PT Administrator

Posted 9 February by The Business Connection

An exciting opportunity for a part-time Administrator to join a well-established business who are committed to providing a professional and bespoke service to their clients. As the part-time Administrator, you will be joining a motivated and successful team and be an integral part of the business function. The part-time Administrator can enjoy a modern office set within a rural location and benefit from the flexibility provided with the part time hours.

To apply for the part-time Administrator, you should have a proven background in all elements of administration, ideally gained within financial services environment. You will possess a good working knowledge of MS Word, Excel and Outlook and have skills in typing documents and processing paperwork.

Key Responsibilities:

  • Answer inbound calls from customers
  • Pro-actively contribute to the identification of priority tasks each day
  • Assist in the preparation of adviser/client meetings
  • Assist in the preparation of our on-going service reports
  • Proof reading reports
  • Develop and maintain a filing system
  • Update and maintain our Intelliflo database and other software
  • Ensure our compliance procedures and checklists are being observed
  • Pro-actively contribute to the identification of priority tasks each day

Essential Skills:

  • Must have administration experience, including the ability to draft paperwork, process data and report on data
  • Hold the ability to be able to work on an individual basis and manage your own workload and priorities effectively
  • Must be able to confidential deal with customers
  • Be able to work on MS packages, including use of Word, Excel and Outlook

Keywords: Part time, admin, administration, financial services, financial advisor, financial advisory, reception, data processing, customer service
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Unfortunately due to time restrictions we cannot respond to every applicant, in the event that we haven`t contacted you within 48 hours please take it you have not been successful for this particular role, but your details will be kept on file and considered for all future vacancies

We are acting on behalf of the client as an Employment Agency in relation to this vacancy

We are an equal opportunities agency and welcome applicants from all backgrounds

Reference: 34152549

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