We are currently looking for an Office Administrator to join a wealth management firm based in Horsham. The successful candidate will help support the practice and office management in day-to-day tasks. This will be a part-time, office based position around 25hrs per week. Responsibilities: - Phone Duties - Distributing Post - Monitoring Team inbox - Updating Salesforce - Ordering Stationery - Office Maintenance - Event organisation - Marketing Support - Information Requests - Update the internal system for each client call in the client record & create a task for the recipient. - Weekly stationery audit for OfficeSupplies - Liaise with the Managing Partner and employed personnel to check for additional requirements. - Create a list of expected expenses, obtain authorisation and place ad hoc orders. - Arrange bookings for team events. - Arrange refreshments & stationery for the event. - Send out calendar invites. - Maintain existing team traditions. - Produce mailmerge for marketing campaigns. - Order necessary marketing materials. - Update Salesforce Campaigns and client journey records if applicable. - Request information from providers, record it on Salesforce & save copies on files. Skills / Qualifications • Previous experience as an administrator • Good keyboard skills • Practical experience with Word, Excel and Database applications • Good communication skills • Time Management • Ability to work to deadlines • Professional interaction with all advisers and clients Person Specification • Ability to work on own initiative as well as working effectively as part of a team; however, even more importantly is the willingness to adopt a flexible approach to the work undertaken. • Demonstrate commitment by regular attendance and efficient completion of all tasks allocated. • Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations. • Maintain high standards of personal accountability. • Willingness to undertake training and progress personal development. This will be a full-time office based position based in Horsham. Due to our clients location, it is recommended that the candidate will be able to drive.