Administrator (Jávea)

Administrator (Jávea)

10 ago
|
Blevins Franks
|
Jávea

10 ago

Blevins Franks

Jávea

Administrator Reports to: Head of Administration – Eastern Spain

Location: Jávea, Spain

Contract type: Fixed Term – 9 months About the Role The purpose of the role is to assist colleagues with client-related administrative tasks and to fulfil administration duties to help ensure the office runs in a professional and efficient manner and is a good representative of Blevins Franks.

It is an administrative function including, data input and processing, liaising with existing Blevins Franks clients, ensuring client facing staff (Partners/ Private Client Managers) are fully equipped for client meetings and liaising with various departments to ensure client satisfaction, company harmonisation, regulatory fulfilment, and business growth.

It is an idóneo entry into Financial Services or for those already in Financial Services who want to join a firm that can offer progression and variety. The successful candidate will be joining a very friendly and supportive team with lots of opportunity to learn. Key Responsibilities:

Data entry and processing of tasks utilising IRESS Xplan

Client liaison for non-advice related matters

Liaison with various departments to ensure business is processed and client tasks are actioned

Printing/scanning and photocopying

Arranging client review meetings

Dealing with clients onboarding / client withdrawals / queries / change of address/ deaths and all other associated tasks all in a timely professional manner





Ensuring documents are provided in timely manner (meeting packs/ reports/ applications/ engagement and authority letters, any other requested)

Liaison with external companies where required for data management and processing purposes

Contribute to the organisation of client events, including event attendance

Fulfilment and awareness of regulatory GDPR & Data Protection requirements through Access Training

Cover reception duties when the receptionist is away. To include answering the phone and forwarding messages, greeting clients, offering refreshments

Ensure the reception area and meeting rooms are always kept tidy

Support PCM’s / Advisers & Partners.

Ad hoc duties as required Person Specification:

The administrator’s role demands a person with the following natural attributes to handle the range of activities and the stress of meeting deadlines at certain times of the year.

Previous customer service and administration experience

Sensible and professional attitude

Good interpersonal and communication skills

Must be approachable and helpful with colleagues and clients

Contribute to a friendly and professional working environment

Has good attention to detail, always making sure that work is accurate

Confident in the use of internal IT systems and Microsoft Office packages A flexible approach to working arrangements

Ability to cope with a constantly changing environment

Ability to work under pressure, meet key deadlines and follow procedures

Proactive and positive approach to work and can work off own initiative.

📌 Administrator (Jávea)
🏢 Blevins Franks
📍 Jávea

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