Office Assistant

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?
We are looking for a highly motivated individual to join our 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 we 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