This is a great opportunity to join this thriving financial planning firm and join their small team in Stockbridge. Working with the management team, the role will be to support with administrative tasks to ensure the business is well run.
Specifically, your key responsibilities will be:
- Invoice and payment management
- Completion of financial records
- Completion of income allocation procedures
- Data collection and data management
- Production of management information across all business functions
- Front of house duties such as greeting visitors, answering telephone calls
- Handle all incoming communication
- Other ad hoc administrative duties
We are lookig for someone with minimum 2 years experience in a similar role.
Key skills:
- Communication and organisational skils
- Strong attention to details and recognise patterns and trends in data
- Analytical and numerical, good with excel
- Experience with accounting software and client relationship database
- Ability to multi-task, proactive and willingness to take on new skills
Sounds interesting? Please get in touch for more information about the role.