Team Administrator - Ipswich, United Kingdom - Pure Resourcing Solutions

Pure Resourcing Solutions
Pure Resourcing Solutions
Verified Company
Ipswich, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Team Administrator

Ipswich

9-5:30pm OR 8-4:30pm

£24,000-£26,000pa
Pure are delighted to be working with an established financial services organisation in Ipswich towncentre.

Who are looking to recruit a Team Assistant to support their Investment Managers and the Wealth Planning Team with their administration aswell as reception cover when required.


Key Responsibilities:


  • Providing full administrative support to the Investment Managers and their teams in their daytoday duties.
This will include, but not limited to, co-ordinating account opening for clients, preparing client meetings, assisting with client communications,reviewing debt reports, submitting cash journals, ISA subscriptions and SIPP contributions, actioning payment requests for clients and initiating and monitoring transfer requests

  • Answering the main switchboard and directing calls to the appropriate individuals/teams
  • Greeting clients and visitors to the office
  • Opening, scanning and distribution of daily post to all teams
  • Enveloping, stamping and dispatch of daily outgoing post
  • Any other administrative duties that may arise within the business

Key Skills:


  • Getting Things Done; Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
  • Communication & Sharing Knowledge; Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
  • Customer Service; Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
  • Effectiveness & Adaptability; Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
  • Team Working; Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
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