10 ago
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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