Full job descriptionPart Time Administrator
Salary £26-29,000 (pro rota)
Location : Hartley Wintney


My client who are based near Hartley Wintney are seeking an Administrator to join their team on a part-time basis. We are looking for candidates who are proactive and organised and can work in a team environment. You will be supporting the Directors with their daily workload.


This is a part time role for 24 hours a week, which can be worked as 3 full days, or 4/5 shorter days, however, must include Wednesday and Thursday. The role is fully office based but start and finish times are flexible. Full training will be provided.


General duties


Answering phones
General scanning and filing
Preparation of files for client meetings for existing client review meetings and sign up meetings
Reception cover as and when required
Responding to general client queries
Prepare appointment files
Processing withdrawals; including calculations to determine the best withdrawal option
Processing fund switches
Sending out Letters of Authority to clients, chasing for return, sending them to providers and chasing for information, checking information as well as providing weekly updates to clients.
Completion of checklists and plan summaries
Keep up to date with any new procedures, compliance, changes to business submission procedures and head office communications


Qualities and skills:


Essential:
Previous Administration experience, although this does not have to be within the financial services industry
Excellent communication skills
The ability to balance conflicting demands in a calm and friendly manner
Ability to work autonomously and within a team
Analytical with precise attention to detail
Ability to accurately transpose information
Ability to work to deadlines
Good time management