Secretary/Administrator

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).