Administrative Operations Assistant

LinkPoint Resources Limited
From £18,000 to £22,000 per annum Depending on Exp.
04 Aug 2017
16 Aug 2017
We specialise in the recruitment of high quality candidates in the Financial Services sector. We have an excellent opportunity for an Administrative Operations Assistant to join a highly successful firm based in Redhill, Surrey. Administrative Operations Assistant’s Core Duties Maintain the company’s Customer Relationship Management Database by entering new and updated customer and account information. Liaise with Financial Advisers and Support Staff (internal and external) in relation to management of client’s investments. Assist in the successful management of the Beaufort Group’s investment propositions, including the running of the quarterly 'Who, What, Why & When’ investment process. Assist in the management of the group’s centralised mailboxes, currently including, Money In, Money Out, Enquiries (BGCL, BFP and BIM), Fund Switches, IT, Document Control, and Group Communications. Mailboxes should be managed in line with published Service Standards. Assist in the preparation of Group Documentation including sales documents and brochures etc. Collating relevant business information and data, providing full analysis on a daily, weekly or monthly basis as required. Assist in the management of the Group’s internal meeting rooms. This will include ensuring rooms are setup for specific meetings, catering requirements are met and any audio/visual equipment provided. Assist in the management of the Group’s offices. This will include ensuring all legal requirements in terms of Health and Safety are met. Administrative Operations Assistant’s Skills required Ability to communicate with all levels of the organisation High level of attention to written communications and numerical detail At least a years’ experience in a Financial Services environment Knowledge of Citrix Hosted Desktop, would be advantageous Good experience with Microsoft Office (particularly Excel) Are you enthusiastic about this job? Send us your CV in word format today This job was originally posted as

More jobs like this