Office Assistant
at Oakford Advisors Ltd
Contract type: Full-time, Hybrid
Salary: 23,000
Application Closing Date: 20 December 2024
Who they are
Oakford Advisors Ltd, part of Centralis Group, is an outsourced business services company that specialises in providing back-office support to firms within the Financial Services industry, with a particular focus on the investment management sector. https://www.oakfordadvisors.com/
Job Description
Monday – Friday (office based) 9:00 – 17:30
Job Types: Full-time, Permanent
Pay: £23,000.00 per year
Benefits:
Health & wellbeing programme
On-site parking
No Visa scheme available
Are you looking to jumpstart a career as an Office Assistant/Business Administrator?
Oakford Advisors are looking for a highly motivated individual to join their constantly growing, enthusiastic, and driven team based in Milton Park, South Oxfordshire.
If you are looking for a varied role, are willing to learn, and have a positive, can-do attitude then they would love to hear from you.
RESPONSIBILITIES – Assisting with the following:
- Answering calls from clients and ensuring these queries are dealt with or passed to an appropriate member of the team
- Scanning, distributing and shredding the daily post
- Drafting engagement letters
- Maintaining CRM systems
- Maintaining prospective client schedule
- Managing the AML transition project
- Supporting the wider team with any ad hoc duties
- Requesting necessary documents from new clients
- Onboarding new starters
- Assisting with IT issues, liaising with the Company’s IT support
- Assisting Company Secretarial Team with their day-to-day duties
The ideal candidate
- Comfortable with multitasking
- Ability to manage own workload
- Attention to detail and accuracy
- Excellent verbal and written communication skills – face to face, telephone, and via email
- Willingness to help with wherever is needed
- Supportive and reliable team member
- Loyal and self-motivated
- Proficiency in Microsoft Office
- Confident
