Secretary / Administrator

Posted:	17/03/26
Recruiter:	Hales Group
Reference:	3085906704
Type:	Temporary
Salary:	£14 Hourly
Location:	Suffolk
Description:	Secretary/Administrator Bury St Edmunds Temporary Monday - Friday, 08:30-17:00 £14.35 per hour We are recruiting on behalf of our client for a dedicated and highly organised Secretary/Administrator to join their team on a temporary basis. This role involves providing comprehensive administrative support, ensuring smooth daily operations, and maintaining high standards of accuracy and professionalism. Key Responsibilities Assist with the new client account opening process Support the drafting of client reports and correspondence for valuations, dealing letters, recommendations, and ad hoc requests Complete typing and filing tasks efficiently Present documents professionally for manager review and approval Proofread and check documentation for accuracy Clarify unfamiliar terminology or unclear information promptly Maintain filing systems and update internal CRM records regularly Ensure filing systems are prepared ahead of annual file reviews Identify opportunities for process improvements Complete SharePoint forms for manager approval Prepare payment, receipt, transfer, and other forms for sign-off Assist in resolving administrative queries Answer calls, take messages, and relay information accurately Keep background and suitability reports up to date Provide support during busy periods, sickness, or absence Make low risk CRM payments up to £50k Complete any other general administrative duties as required Respond to client administrative queries, escalating where necessary Build client relationships by arranging and assisting at meetings, including document preparation Check dealing data to ensure accurate reporting processes Prepare transactions within internal systems for manager processing Requirements Excellent written and verbal communication skills Ability to build and maintain strong internal and external relationships Confident customer-facing abilities Analytical and numerate Highly organised, able to multi-task and prioritise Strong IT skills, including advanced use of Microsoft Excel, Outlook, and Word GCSE (or equivalent) English (grade C or above) If you are interested in this position, please contact Scarlett or Janine on (phone number removed) or apply with a current CV to (url removed).
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Secretary / Administrator

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