Proven work experience in administration. Please refer to the job advert for further information.
Administration Officer – UK Financial Sector
Exciting opportunity for a creative and dynamic administration officer to join our growing team at the WIS Group. As a fast-growing group of companies in the UK Accountancy and Financial Services industry.
Job Summary:
This role offers a dynamic opportunity to work closely with top-level management and provide efficient administrative support. If you thrive in a fast-paced environment and possess exceptional organizational and communication skills.
Key Responsibilities
- Provide high-level administrative support to the Director, including managing appointments, and coordinating meetings.
- Update deadlines and ensure all tasks are completed within specified timeframes.
- Maintain and update registers/login sheets, ensuring accuracy and completeness.
- Manage communication channels, including screening phone calls, and responding to emails.
- Handle client complaints and inquiries professionally, escalating them to the Director as necessary.
- Coordinate with Advisors and paraplanners regarding queries and case matters, providing necessary support.
- Assist in coordinating matters with internal and external stakeholders as required.
- Conduct accounting tasks, such as reconciling Xero, tracking expenses, and processing payments. Prepare monthly profit and loss for company directors.
- Prepare presentations, reports, and documents as required by the Director, ensuring accuracy and professionalism.
- Manage FCA accounts, staying updated on deadlines and regulatory requirements.
- Create and manage Google Business accounts, ensuring accurate and up-to-date information.
- Follow up on payments and ensure timely processing.
- Respond to Google and Trustpilot reviews, addressing feedback and concerns.
- Add new users and allocate CPD's in the Competent Adviser system.
- Provide monthly PMS Proc Fee report to the Compliance Officer.
- Monitor back-office work to ensure targets are met, reporting any discrepancies or delays.
Attributes and Qualifications
- Candidates should be adaptable to UK Office hours: Monday to Friday, 2.30pm to 10.30pm in the winter and 1.30pm to 9.30pm in the summer (SL time).
- Proven work experience in administration.
- Knowledge of office management systems and procedures
- Intermediate knowledge and experience with basic accounting tasks.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and accounting software.
- Excellent organizational and time management skills with the ability to prioritize tasks.
- Strong organizational and multitasking abilities.
- Exceptional verbal and written communication skills.
- Discretion and confidentiality are paramount.
- Detail-oriented, proactive, and able to work with minimal supervision.
What We Offer?
- Competitive salary and benefits package.
- Opportunity to work with a stable and esteemed organization.
- Challenging role with potential for growth and learning.
- Collaboration with and learning directly from top-level management.
Join us in contributing to the success and growth of WIS Accountancy (Pvt) Ltd. Apply with your resume, and cover letter now and be part of our dynamic team!
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