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Job Reference ST6837
Location Cardiff
Salary / Hourly Rate £16,000 - £18,000 per annum, DOE
Sector Banking & Finance, Admin, Reception
Job Type Permanent
Details Full Time
Date Posted 23 Sep 2019

Job Description

Cardiff (Pentwyn)
£16,000 to £18,000 (depending on experience)

Are you an enthusiastic Administrator with excellent communication skills eager for your next role within a busy exciting office?
You will be working as part of the team at a highly respected firm of Chartered Financial Planners based in Cardiff. The Practice provides bespoke financial advice and services to executives, managers, families and entrepreneurs. You will be employed by the practice which is well established and highly successful.

The Role – Administrator/Receptionist

Specifically, your role will involve:
• Sending out LOA’s to Providers, collating ceding scheme information
• Obtaining Valuations, Dealing with withdrawal requests
• Helping with Annual Review Packs and New Client Meeting Packs
• Scanning, faxing, letter writing, sending emails
• Cover for Reception duties at lunch and when Receptionist is on Annual Leave which includes: answering phone, taking messages, making client teas and coffees, preparing meeting rooms for client visits
• Being available as a friendly point of contact for client enquiries as and when necessary
• Helping other members of the team with day to day office support duties when required
• Updating and maintaining internal systems – CURO, iBusiness etc
• General administration
• Dealing with general queries
• Preparing information for meetings
• Ensuring our electronic filing system is kept tidy and well organized
Full training on telephone and computer systems and how to represent the Company will be given.

About you:

Our client is looking for someone who:
- Has work experience as a receptionist and or office administrator with good communication skills.
- Is organised and tidy.
- Has good attention to detail
- An excellent telephone manner
- Enjoys dealing with people
- Is confident and can work with total discretion

A good grounding in Microsoft Word, Outlook and Client Relationship Management Software is essential. Although not a requirement for the role, an ability to use Microsoft Excel and other Microsoft Office Programs would be useful.