Due to continued expansion my client is looking to recruit an experienced Administration Assistant to
join their Lincoln based wealth management company.
Previous experience within a similar role for a financial services or wealth management company would be an advantage, but not essential.
You will be the first point of contact for clients, dealing with them via the phone and email. Therefore, it is essential you have professional and confident English communication skills.
Knowledge and experience:
- Proven office support experience within a busy environment
- Confident communication skills both written and verbal.
- Happy maintaining systems, processes, and following procedures.
- Comfortable using inhouse CRM (training will be given)
Personal Qualities:
- Excellent face-to-face and telephone skills and ability to build rapport.
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Good organisation skills
- Keen eye for detail
- Manages time effectively with the ability to multi-task.
- Keeps calm when faced with conflicting demands and handles these effectively.
- Always demonstrates a positive attitude.
- Works well on own tasks as well as on shared goals as part of a team
- Open to change with a creative approach to problem solving.
- Happy working within a small team
Package:
- Salary £25,000pa to £28,000pa open depending on relevant experience
- 10% Pension matching
- Private Medical Insurance
- Death in Service (5 x Salary)
- Long Term Income Protection (Sickness cover)
- 23 days holiday + 8 Bank Holidays (plus your Birthday off each year)
- Parking space in uphill Lincoln (available 7 days per week
- 35 hours per week within the hours of 8.30 – 18.00 M-F (with some flexibility)
- Career progression and the option to take advantage of paid qualifications is also available.