Administrative Assistant

This is an exciting opportunity to join an award-winning company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs.

Place of work: Godalming offices

Benefits include:

Competitive Salary, 25 days holiday (3 reserved for Christmas) plus flex time, free car parking, 5% Pension contribution through auto enrolment pension scheme, private health care scheme (after successful completion of probation), 4x salary death benefit and help with exams through time off for study and with exam costs and study material.

Key responsibilities:

You will be expected to provide administration duties and support to the consultants to provide a dedicated office and client service.

Duties to include:

• Liaising with the new business department to ensure application information is accurate and complete
• Generating database records to establish new pension schemes in a timely and accurate manner
• Maintaining and recording client data and transactions
• Distributing incoming mail to the appropriate recipient
• Updating and maintaining database records accurately and efficiently
• Generate standard client correspondence
• Maintaining schedule of dates to process all administrative duties
• Logging copies of all correspondence under appropriate references
• Handling client phone calls
• Photocopying and printing off standard database reports, both routinely, and upon request
• Undertaking other tasks at the consultant’s request to ensure efficient operation of the office

• A good grasp of modern office practices
• Organisational skills
• Ability to multitask, and plan own workload to meet business requirements and service level agreements
• Numerate, with good Microsoft Office skills
• Articulate, with ability to speak to high net worth individuals and senior level staff
• Good team player with excellent communication skills