Administrator

Ashley Rees Associates; Woodford; On-site; GBP 22,000 - 28,000; Full time

Job summary

A growing Wealth Management business in the UK is seeking an Administrator to join their support team. The successful candidate will provide technical support, manage office operations, and assist with client onboarding. They should possess strong numeracy and literacy skills and have experience in a professional administration setting. Proficiency in computer packages like Word and Excel is essential. This role emphasizes professionalism and responsiveness to client inquiries.

Qualifications

• Administration or equivalent background in a professional environment.
• Experience with client record and database systems.
• Proven ability to deliver high-level customer service.

Responsibilities

• Serve as a primary point of contact for client enquiries.
• Manage daily office operations, including post handling.
• Prepare and maintain client files according to standards.

Skills

Excellent numeracy skills

Excellent literacy skills

Proficient in Word and Excel

Education

Minimum Maths and English GCSE grades A - C (5 - 9)

Tools

Client record and database systems

Job description

Ashley Rees Associates are currently working with a growing Wealth Management business based in rural offices in North Somerset. Due to growth an exciting opportunity is now available for an Administrator to join their professional and friendly support team.

The successful candidate will be responsible for providing technical support which is to include:

• Serve as a primary point of contact for client enquiries, ensuring a high level of responsiveness and professionalism
• Deliver accurate and, reports and correspondence to assist clients understanding
• Manage daily office operations, including post and handling correspondence
• Support onboarding processes by providing and gathering necessary documentation
• Prepare and maintain client files in line with company and regulatory standards
• Input data on client back-office system and manage client records in a timely and accurate fashion using relevant systems
• Invoicing, fee matching and reconciliations

You will have an administration or equivalent background within a professional environment. Also, excellent numeracy and literacy skills, a minimum Maths and English GCSE grades A - C (or 5 - 9), proficient in the use of relevant computer packages including Word and Excel, experience of using client record and database systems.