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 25 hours per week.
Office Administrator 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.
Office Administrator 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 client's location, it is recommended that the candidate be able to drive.