Administrator

Ashley Rees Associates

  • Somerset
  • Permanent
  • Full-time
  • 7 days ago
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 clear responses, 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.

Ashley Rees Associates