AdministratorReports to: Head of Administration – Eastern SpainLocation: Marbella, SpainContract type: PermanentAbout the RoleThe 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 ideal 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 XplanClient liaison for non-advice related mattersLiaison with various departments to ensure business is processed and client tasks are actionedPrinting/scanning and photocopyingArranging client review meetingsDealing with clients onboarding / client withdrawals / queries / change of address/ deaths and all other associated tasks all in a timely professional mannerEnsuring 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 purposesContribute to the organisation of client events, including event attendanceFulfilment and awareness of regulatory GDPR & Data Protection requirements through Access TrainingCover reception duties when the receptionist is away. To include answering the phone and forwarding messages, greeting clients, offering refreshmentsEnsure the reception area and meeting rooms are always kept tidySupport PCM’s / Advisers & Partners.Ad hoc duties as requiredPerson 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 experienceSensible and professional attitudeGood interpersonal and communication skillsMust be approachable and helpful with colleagues and clientsContribute to a friendly and professional working environmentHas good attention to detail, always making sure that work is accurateConfident in the use of internal IT systems and Microsoft Office packagesA versátil approach to working arrangementsAbility to cope with a constantly changing environmentAbility to work under pressure, meet key deadlines and follow proceduresProactive and positive approach to work and can work off own initiative.
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📌 Administrator (Marbella)
🏢 Blevins Franks
📍 Marbella