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Temporary

Secretary/Administrator

Suffolk
money-bag 14.00-14.00 Hourly
3085926168
Posted Yesterday

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

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