Administrative Assistant - Godalming, United Kingdom - Halmer Financial

Halmer Financial
Halmer Financial
Verified Company
Godalming, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

ADMINISTRATIVE ASSISTANT - GODALMING - UP TO £24K DOE


My client, a prestigious pension provider based in Godalming, are looking for a full time Administrative Assistant to join an established and friendly team.

This is a full time role; 37.5 hours Monday - Friday though my client does offer flexible workingwith the core hours being 10am - 4pm, Monday to Friday.


As a member of the pension administration team, you will be expected to provide administration duties and support to the Pension Administrator and report to the Pension Consultant to provide a dedicated office and client support.


Key responsibilities:


  • Generating database records to establish new pension schemes in a timely and accurate manner
  • Maintaining and recording client data and transactions
  • Distributing incoming mail to the appropriate recipient
  • Updating and maintaining database records accurately and efficiently
  • Generate standard client correspondence
  • Maintaining schedule of dates to process all administrative duties
  • Logging copies of all correspondence under appropriate references
  • Handling client phone calls
  • Photocopying and printing off standard database reports, both routinely, and upon request
  • Undertaking other tasks at the consultant's request to ensure efficient operation of the office

You will have:

  • A good grasp of modern office practices
  • Organisational skills
  • Ability to multitask, and plan own workload to meet business requirements and service level agreements
  • Numerate, with good Microsoft Office skills
  • Articulate,with the ability to speak to high net worth individuals and senior level staff

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