Admin Assistant

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

Job summary

A financial services company in Godalming seeks an Admin Assistant to provide high-quality administrative and client support. Responsibilities include liaising with teams, managing records, and handling correspondence. The ideal candidate will have strong organizational skills, proficiency in Microsoft Office, and excellent communication abilities. This full-time role offers competitive salary and benefits including 25 days holiday and private healthcare.

Benefits

25 days holiday

Flex time

Free car parking

5% pension contribution

Private healthcare scheme

Study leave

Coverage of exam costs

Qualifications

• Strong organisational skills and attention to detail.
• Ability to multitask and manage workload to meet deadlines.
• Good understanding of modern office practices.

Responsibilities

• Liaise with the new business team for application accuracy.
• Create and maintain database records for new client schemes.
• Update and manage client data and transactions.
• Distribute incoming mail and handle correspondence.
• Generate standard client communications and reports.
• Maintain schedules for administrative duties.
• Handle client calls and provide support.
• Perform general administrative tasks.

Skills

Strong organisational skills

Ability to multitask

Good understanding of modern office practices

Proficient in Microsoft Office

Confident 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