Office Assistant

at Oakford Advisors Ltd

Contract type: Full-time, Hybrid

Salary: 23,000

Application Closing Date: 20th 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

Disclaimer: Please note that job vacancies which are displayed on this website are only from companies based at Milton Park. The job description, recruitment process and subsequent employment offers are managed by and are the sole responsibility of the hiring company and are in no way connected to MEPC.

Application further information

Please apply via Indeed or send your CV to enquiries@oakfordadvisors.com

Email here

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