, , Office Administrator - Wallingford - Artemis Recruitment Consultants

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Financial Services

Wallingford

12/01/2024

Type of Position: Office Administrator - Wallingford
Pay: £20k - £24k

Office Administrator - Wallingford

We are currently looking for an Office Administrator to join a wealth management firm based in Wallingford. The successful candidate will help support the practice and office management in day-to-day tasks.


Core responsibilities: 

  • Phone Duties
  • Distributing Post
  • Monitoring Team inbox
  • Updating Salesforce
  • Ordering Stationery
  • Office Maintenance
  • Event organisation
  • Marketing Support
  • Information Requests 
  • Update Salesforce for each client call in the client record & create a task for the recipient. 
  • Weekly stationery audit for OfficeSupplies
  • Liaise with the Managing Partner and employed personnel to check for additional requirements.
  • Create a list of expected expenses, obtain authorisation and place ad hoc orders.
  • Arrange bookings for team events.
  • Arrange refreshments & stationery for the event.
  • Send out calendar invites.
  • Maintain existing team traditions.
  • Produce mailmerge for marketing campaigns. 
  • Order necessary marketing materials.
  • Update Salesforce Campaigns and client journey records if applicable. 
  • Request information from providers, record it on Salesforce & save copies on files. 
     

This will be a full-time office based position in Wallingford. Part-time candidates may also be considered if their experience aligns with the role.

 

If you are interested in this position, then please forward a copy of your CV to natalie@artemisrecruitment.co.uk 

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