Financial Administration Assistant
| Dyddiad hysbysebu: | 10 Medi 2025 |
|---|---|
| Oriau: | Llawn Amser |
| Dyddiad cau: | 30 Medi 2025 |
| Lleoliad: | Newtown, Powys |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Rees Astley IFA Limited |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: |
Crynodeb
An exciting opportunity has arisen for an Administration Assistant, a new role based at our Newtown office. We are seeking a self-motivated candidate with a positive attitude and good computer and customer service skills. Experience in a similar role is not essential as training will be given.
Duties include greeting clients, helping and assisting our Financial Administrators and general office tasks.
We are a small, well established, friendly and professional team who prioritise and take great pride in providing first class service to all our clients.
We offer a competitive rate of pay for the right candidate with opportunities to progress within the company.
Duties include :-
• Manning the office between the hours of 9 am - 5 pm (hour for lunch).
• To be the first point of contact for clients, whether that be via the phone or in person.
• Opening, scanning & distributing mail.
• Using our MS Dynamics system to search for individual clients.
• To attach scanned documentation to the correct client records.
• Perform data entry tasks accurately and efficiently, ensuring all records are up to date.
• Maintain filing systems, both electronic and paper-based, to ensure easy retrieval of information.
• Handle correspondence, including emails and memos, with attention to detail.
• Provide clerical support to the Financial administrators as required, contributing to overall team efficiency.
Experience
• Previous office experience is preferred, with a focus on administrative roles.
• Proficiency in Microsoft Word, Excel, SharePoint and MS Dynamics ideally.
• Strong typing skills with a high level of accuracy are necessary for data entry tasks.
• Excellent organisational skills with the ability to manage multiple tasks simultaneously.
• Prior clerical experience will be advantageous in this role. We encourage individuals who meet these attributes to apply and join our dedicated team in providing exceptional administrative support to both our consultants and our clients.
Duties include greeting clients, helping and assisting our Financial Administrators and general office tasks.
We are a small, well established, friendly and professional team who prioritise and take great pride in providing first class service to all our clients.
We offer a competitive rate of pay for the right candidate with opportunities to progress within the company.
Duties include :-
• Manning the office between the hours of 9 am - 5 pm (hour for lunch).
• To be the first point of contact for clients, whether that be via the phone or in person.
• Opening, scanning & distributing mail.
• Using our MS Dynamics system to search for individual clients.
• To attach scanned documentation to the correct client records.
• Perform data entry tasks accurately and efficiently, ensuring all records are up to date.
• Maintain filing systems, both electronic and paper-based, to ensure easy retrieval of information.
• Handle correspondence, including emails and memos, with attention to detail.
• Provide clerical support to the Financial administrators as required, contributing to overall team efficiency.
Experience
• Previous office experience is preferred, with a focus on administrative roles.
• Proficiency in Microsoft Word, Excel, SharePoint and MS Dynamics ideally.
• Strong typing skills with a high level of accuracy are necessary for data entry tasks.
• Excellent organisational skills with the ability to manage multiple tasks simultaneously.
• Prior clerical experience will be advantageous in this role. We encourage individuals who meet these attributes to apply and join our dedicated team in providing exceptional administrative support to both our consultants and our clients.