Administrator

Julie Rose Recruitment Limited; Westerham; On-site; GBP 24,000 - 32,000; Full time

Job summary

Julie Rose Recruitment Limited is seeking an organised, client-focused Administrator to support a wealth management team. You will help ensure the smooth day-to-day running of the office and provide a professional, responsive service to clients.

The successful candidate will have previous administrative experience, ideally in financial services or a related sector, with knowledge of relevant regulation and legislation.

Qualifications

• Previous administrative experience.
• Experience in an office support role within financial services or a related sector.
• Knowledge of relevant regulation and legislation, and an understanding of financial services terminology.
• Experience using client management systems.
• Strong face-to-face and telephone communication skills, with the ability to build rapport quickly.
• A strong client focus and excellent written communication skills.
• Good working knowledge of Microsoft Office, including Outlook, Word, PowerPoint and Excel.
• Excellent organisation, attention to detail and time-management skills.
• The ability to multitask and stay calm when managing competing demands.
• A positive attitude and the ability to work independently as well as collaboratively.
• An open-minded, adaptable approach and creativity in solving problems.

Responsibilities

• Provide general administrative and office support to the wealth management team.
• Communicate with clients face-to-face and by telephone, building rapport and responding professionally to enquiries.
• Maintain accurate client records using a client management system.
• Prepare and manage correspondence, documents and presentations.
• Support the team with scheduling, organising information and coordinating day-to-day tasks.
• Handle confidential information carefully and follow relevant procedures and requirements.

Skills

Administrative experience

Financial services knowledge

Regulation knowledge

Client management systems

Face-to-face communication

Written communication

MS Office suite

Organisation & time-management

Independent & collaborative work

Problem solving & adaptability

Tools

Microsoft Office

Job description

JRRL are looking for an organised, client-focused Administrator to support our client's wealth management team. You'll help ensure the smooth day-to-day running of the office and provide a professional, responsive service to our clients.

The successful candidate will have previous administrative experience, ideally in financial services or a related sector. You'll also need to understand financial services terminology and have knowledge of relevant regulation and legislation.

Key responsibilities for the Administrator:

• Provide general administrative and office support to the wealth management team.
• Communicate with clients face-to-face and by telephone, building rapport and responding professionally to enquiries.
• Maintain accurate client records using a client management system.
• Prepare and manage correspondence, documents and presentations.
• Support the team with scheduling, organising information and coordinating day-to-day tasks.
• Handle confidential information carefully and follow relevant procedures and requirements.

Skills required for the Administrator:

• Previous administrative experience.
• Experience in an office support role within financial services or a related sector.
• Knowledge of relevant regulation and legislation, and an understanding of financial services terminology.
• Experience using client management systems.
• Strong face-to-face and telephone communication skills, with the ability to build rapport quickly.
• A strong client focus and excellent written communication skills.
• Good working knowledge of Microsoft Office, including Outlook, Word, PowerPoint and Excel.
• Excellent organisation, attention to detail and time-management skills.
• The ability to multitask and stay calm when managing competing demands.
• A positive attitude and the ability to work independently as well as collaboratively.
• An open-minded, adaptable approach and creativity in solving problems.

This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above