Administrator (Part-time) - Horsham

We are currently looking for an Office Administrator to join a wealth management firm based in Horsham. The successful candidate will help support the practice and office management in day-to-day tasks. This will be a part-time, office based position around 25hrs per week.

Responsibilities: 

-   Phone Duties
-   Distributing Post
-   Monitoring Team inbox
-   Updating Salesforce
-   Ordering Stationery
-   Office Maintenance
-   Event organisation
-   Marketing Support
-   Information Requests 
-   Update the internal system for each client call in the client record & create a task for the recipient. 
-   Weekly stationery audit for OfficeSupplies
-   Liaise with the Managing Partner and employed personnel to check for additional requirements.
-   Create a list of expected expenses, obtain authorisation and place ad hoc orders.
-   Arrange bookings for team events.
-   Arrange refreshments & stationery for the event.
-   Send out calendar invites.
-   Maintain existing team traditions.
-   Produce mailmerge for marketing campaigns. 
-   Order necessary marketing materials.
-   Update Salesforce Campaigns and client journey records if applicable. 
-   Request information from providers, record it on Salesforce & save copies on files.

Skills / Qualifications

• Previous experience as an administrator

• Good keyboard skills

• Practical experience with Word, Excel and Database applications

• Good communication skills

• Time Management

• Ability to work to deadlines

• Professional interaction with all advisers and clients

Person Specification

• Ability to work on own initiative as well as working effectively as part of a team; however, even more importantly is the willingness to adopt a flexible approach to the work undertaken.

• Demonstrate commitment by regular attendance and efficient completion of all tasks allocated.

• Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations.

• Maintain high standards of personal accountability.

• Willingness to undertake training and progress personal development.

 
This will be a full-time office based position based in Horsham. Due to our clients location, it is recommended that the candidate will be able to drive.

If you are interested in this position, then please forward a copy of your CV to sam@artemisrecruitment.co.uk 

Apply for this job