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Secretary/Administrator

Job Posted: 21 days ago

Salary: £ 14 - 14 / Hour
Job Type: Temporary
Location: Suffolk

Expire in: 6 days

Job Description

Secretary/Administrator Bury St Edmunds
 Temporary
 Monday - Friday, 08:30-17:00
 £14.35 per hour
 
 We are recruiting on behalf of our client for a dedicated and highly organised Secretary/Administrator to join their team on a temporary basis. This role involves providing comprehensive administrative support, ensuring smooth daily operations, and maintaining high standards of accuracy and professionalism. 
 
 Key Responsibilities  
Assist with the new client account opening process 
Support the drafting of client reports and correspondence for valuations, dealing letters, recommendations, and ad hoc requests 
Complete typing and filing tasks efficiently 
Present documents professionally for manager review and approval 
Proofread and check documentation for accuracy 
Clarify unfamiliar terminology or unclear information promptly 
Maintain filing systems and update internal CRM records regularly 
Ensure filing systems are prepared ahead of annual file reviews 
Identify opportunities for process improvements 
Complete SharePoint forms for manager approval 
Prepare payment, receipt, transfer, and other forms for sign-off 
Assist in resolving administrative queries 
Answer calls, take messages, and relay information accurately 
Keep background and suitability reports up to date 
Provide support during busy periods, sickness, or absence 
Make low‑risk CRM payments up to £50k 
Complete any other general administrative duties as required 
Respond to client administrative queries, escalating where necessary 
Build client relationships by arranging and assisting at meetings, including document preparation 
Check dealing data to ensure accurate reporting processes 
Prepare transactions within internal systems for manager processing    Requirements   
Excellent written and verbal communication skills 
Ability to build and maintain strong internal and external relationships 
Confident customer-facing abilities 
Analytical and numerate 
Highly organised, able to multi-task and prioritise 
Strong IT skills, including advanced use of Microsoft Excel, Outlook, and Word 
GCSE (or equivalent) English (grade C or above)   
 If you are interested in this position, please contact Scarlett or Janine on (phone number removed) or apply with a current CV to (url removed)

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