Admin Assistant

Mulberry Recruitment; England; On-site; GBP 22,000 - 26,000; Full time

Job summary

A leading financial services company in Godalming seeks an Admin Assistant to provide high-quality administrative and client support. The role offers a chance to work in a dedicated team, handling various tasks including managing client data, liaising with the business team, and ensuring office operations run smoothly. Ideal candidates will have strong organisational skills and proficiency in Microsoft Office.

Benefits

25 days holiday plus flex time

Free car parking

5% pension contribution

Private healthcare scheme

Support with professional exams

Qualifications

• Strong organisational skills and attention to detail.
• Ability to multitask and manage workload to meet deadlines.
• Good understanding of modern office practices.
• Proficient in Microsoft Office and comfortable with numbers.
• Confident communicator with clients and senior staff.

Responsibilities

• Liaise with the new business team for accurate application information.
• Create and maintain database records for new client schemes.
• Update and manage client data and transactions.
• Distribute incoming mail and handle office correspondence.
• Generate standard client communications and reports.
• Maintain schedules for timely processing of duties.
• Handle incoming client calls and provide support.
• Photocopy and print standard reports as required.
• Perform general administrative tasks to ensure smooth operations.

Skills

Strong organisational skills

Ability to multitask

Good understanding of modern office practices

Proficient in Microsoft Office

Confident and articulate communication

Collaborative team player

Job description

Overview

Admin Assistant

Location: Godalming

Salary: 26,000

Working Hours: 37.5 hours per week (Monday to Friday), Core hours: 10:00am – 4:00pm, with flex time

Benefits:

25 days holiday, plus flex time

Free car parking

5% pension contribution through auto enrolment

Private healthcare scheme (after successful completion of probation)

4x salary death benefit

Support with professional exams, including paid study leave and coverage of exam costs and materials

About the Role

An exciting opportunity to join an established and award-winning financial services company, renowned for providing excellent customer service within the wealth management industry. The role offers the chance to work as part of a dedicated team delivering high-quality administrative and client support.

Key Responsibilities

• Liaise with the new business team to ensure application information is accurate and complete
• Create and maintain database records to establish new client schemes accurately and efficiently
• Update and manage client data and transactions
• Distribute incoming mail and handle general office correspondence
• Generate standard client communications and reports
• Maintain schedules to ensure all administrative duties are processed on time
• Handle incoming client calls and provide professional support
• Photocopy and print standard reports as required
• Perform general administrative tasks to support consultants and ensure smooth office operations

Skills and Experience Required

• Strong organisational skills and attention to detail
• Ability to multitask and manage workload to meet deadlines and service standards
• Good understanding of modern office practices
• Proficient in Microsoft Office and comfortable working with numbers
• Confident and articulate, able to communicate effectively with clients and senior staff
• A collaborative team player with excellent communication skills