Job Description

Job Summary

An exciting opportunity has arisen for an Administration Assistant, a new role based at our Newtown office. We are seeking a self-motivated candidate with a positive attitude and good computer and customer service skills. Experience in a similar role is not essential as training will be given.

We are a small, well established, friendly & professional team who proiritise and take great pride in providing first class service to all our clients.

Duties

Manning the office between the hours of 9 am - 5 pm (hour for lunch). To be the first point of contact for clients, whether that be via the phone or in person. Opening, scanning & distributing mail. Using our MS Dynamics system to search for individual clients. To attach scanned documentation to the correct client records, to ensure easy retrieval of information. Perform data entry tasks accurately and efficiently, ensuring all records are up to date. Handle correspondence, including emails, letter and memos, with attention to detail. Provide clerical support to the Financial administrators as required, contributing to overall team efficiency.

Experience

Previous office experience is preferred, with a focus on administrative roles. Proficiency in Microsoft Word, Excel, SharePoint and MS Dynamics ideally. Strong typing skills with a high level of accuracy are necessary for data entry tasks. Excellent organisational skills with the ability to manage multiple tasks simultaneously. Prior clerical experience will be advantageous in this role. We encourage individuals who meet these attributes to apply and join our dedicated team in providing administrative support to both our consultants & clients.
Job Types: Full-time, Permanent

Pay: 18,200.00-21,840.00 per year

Benefits:

Bereavement leave Company pension Financial planning services Free parking Life insurance On-site parking
Language:

English (required)
Work Location: In person