Administrative Assistant - Bangor, United Kingdom - Andrew Hughes Wealth Management Cyf

Description

Administrative Assistant - Financial Services

Andrew Hughes Wealth Management is an established financial planning and wealth management business serving individuals, business and families, trustees and charities.

Due to a rapidly expanding client base, the business has created a new role to work within the modern, pleasant offices in Parc Menai, Bangor (North Wales).Working as part of a small hands on team, you'll take full ownership of your workload, providing a comprehensive and extremely accurate administrative service.

Your responsibilities and duties will include, although not be limited to;

• Setting up client files, processing paperwork and inputting data onto the system
• Sending written requests to third parties for documentation
• Contacting clients, colleagues, and external parties to gather outstanding information
• Checking information received from third parties
• Preparing paperwork prior to colleague's meetings with clients
• Reviewing documentation with a high level of attention to detail, ensuring accuracy and compliance
• Processing and scanning paperwork, following strict processes and procedures
• Ensuring computerised and manual records remain up to date at all times
• Answering phone calls and resolving queries
• Greeting clients at the offices

Our Requirements - Financial Services Administrator role

• Proven experience working in a busy administration role, ideally within the financial services sector although not essential
• Ability to work within a regulated business and gain technical knowledge
• High level of attention to detail, with timely and accurate typing and data entry skills
• Ability to maintain strict client confidentiality and adhere to Data Protection laws

Strong IT literacy with good knowledge of Microsoft Word and Excel

• Excellent time management, prioritisation and organisation skills
• Proactive approach to work with the ability to use own initiative and problem solve effectively
• Excellent communication and interpersonal skills, with the ability to work as part of a team
• Although not essential, the ability to speak Welsh would desirable

The Package
Industry leading training will be provided via various channels to help you develop within our team and build a career in financial planning

• Salary £21,000 £25,000 level dependent on experience
• Permanent Contract, full time hours, Monday
• Friday 9am 5pm
• Noncontributory pension scheme

Job Types:
Full-time, Permanent


Salary:
From £21,000.00 per year


Benefits:

• Company pension
• Onsite parking

Schedule:

• Monday to Friday

Work Location:
One location

Application deadline: 28/02/2023

Expected start date: 01/03/2023