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)
