Administrator

Blevins Franks; Marbella; Presencial; EUR 21.000 - 32.000; Jornada completa

Descripción de la vacante

Blevins Franks in Marbella seeks an Administrator to support client-related admin tasks and ensure the office runs efficiently. You will input data, liaise with clients for non-advice matters, and coordinate with departments to keep tasks on track.

The successful candidate will join a friendly team and gain exposure to financial services with progression opportunities. Strong attention to detail and MS Office proficiency are essential.

Formación

• Previous customer service and administration experience.
• Good interpersonal and communication skills.
• Attention to detail and professional attitude.
• Proficiency with Microsoft Office and internal IT systems.

Responsabilidades

• Data entry and processing of tasks utilising IRESS Xplan.
• Client liaison for non-advice related matters.
• Liaison with various departments to ensure business is processed and client tasks are actioned.
• Printing/scanning and photocopying.
• Arranging client review meetings.
• Handling onboarding/withdrawals/queries/address changes and related tasks promptly.
• Providing required documents (meeting packs/reports/applications/letters).
• Liaison with external data management partners when needed.
• Contribute to client events and meetings.
• Comply with GDPR & Data Protection training requirements.
• Cover reception duties and welcome clients when needed.
• Keep reception and meeting rooms tidy.
• Support Partners/Advisers and PCM’s.
• Ad hoc duties as required.

Conocimientos

Customer service

Administration

Interpersonal skills

Attention to detail

IT/MS Office

Herramientas

IRESS Xplan

Descripción del empleo

Administrator

Reports to: Head of Administration – Eastern Spain

Location: Marbella, Spain

Contract type: Permanent

About the Role

The purpose of the role is to assist colleagues with client-related administrative tasks and to fulfil administration duties to help ensure the office runs in a professional and efficient manner and is a good representative of Blevins Franks.

It is an administrative function including, data input and processing, liaising with existing Blevins Franks clients, ensuring client facing staff (Partners/ Private Client Managers) are fully equipped for client meetings and liaising with various departments to ensure client satisfaction, company harmonisation, regulatory fulfilment, and business growth.

It is an ideal entry into Financial Services or for those already in Financial Services who want to join a firm that can offer progression and variety. The successful candidate will be joining a very friendly and supportive team with lots of opportunity to learn.

Key Responsibilities:

• Data entry and processing of tasks utilising IRESS Xplan
• Client liaison for non-advice related matters
• Liaison with various departments to ensure business is processed and client tasks are actioned
• Printing/scanning and photocopying
• Arranging client review meetings
• Dealing with clients onboarding / client withdrawals / queries / change of address/ deaths and all other associated tasks all in a timely professional manner
• Ensuring documents are provided in timely manner (meeting packs/ reports/ applications/ engagement and authority letters, any other requested)
• Liaison with external companies where required for data management and processing purposes
• Contribute to the organisation of client events, including event attendance
• Fulfilment and awareness of regulatory GDPR & Data Protection requirements through Access Training
• Cover reception duties when the receptionist is away. To include answering the phone and forwarding messages, greeting clients, offering refreshments
• Ensure the reception area and meeting rooms are always kept tidy
• Support PCM’s / Advisers & Partners.
• Ad hoc duties as required

Person Specification:

The administrator’s role demands a person with the following natural attributes to handle the range of activities and the stress of meeting deadlines at certain times of the year.

• Previous customer service and administration experience
• Sensible and professional attitude
• Good interpersonal and communication skills
• Must be approachable and helpful with colleagues and clients
• Contribute to a friendly and professional working environment
• Has good attention to detail, always making sure that work is accurate
• Confident in the use of internal IT systems and Microsoft Office packages
• A flexible approach to working arrangements
• Ability to cope with a constantly changing environment
• Ability to work under pressure, meet key deadlines and follow procedures
• Proactive and positive approach to work and can work off own initiative.