Office Administrator

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Office Administrator

Leatherhead

Post Date, 18/11/2024

Salary: 26000-29000 per annum

Permanent

Kenneth Brian Associates are recruiting for a confident individual on behalf of a small but well established business in the Financial Services sector based in Leatherhead. The postholder will be responsible for providing administration support to their financial advisors.

Duties Include:

  • Preperation and submission of new business files
  • Diary management including booking of appointments
  • Administration support to the financial advisers including Pensions, Investments and Insurance
  • Client report writing
  • Client liaison through phones call and emails
  • Working with the back office system - maintaining client files and details
  • Income reconciliation

You will possess the following attributes:

  • Ideally a recent University leaver educated to a degree level
  • GCSEs C's and above
  • Must be positive, friendly and approachable
  • Conscientious worker with an eye for details
  • Strong working knowledge of Microsoft packages
  • Excellent communicator, friendly and approachable
  • Be able to commute to Leatherhead - this is not easily commutable on public transport

In return our client offers a competitive salary along with all the tools you will need to become successful and progress within the company as it continues to grow.

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 21
  • Last Date: 06/01/2025
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