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.