Administrator

Reports to: Head of Administration – Eastern Spain
Location: Marbella, Spain
Contract type: Permanent

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 refresh

📌 Administrator (Marbella)
🏢 Blevins Franks
📍 Marbella