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Location

Wallingford, Oxfordshire | United Kingdom

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Job description

Type of Position: Office Administrator - Wallingford
Pay: £20k - £24k

Office Administrator - Wallingford

We are currently looking for an Office Administrator to join a wealth management firm based in Wallingford. The successful candidate will help support the practice and office management in day-to-day tasks.

Core responsibilities: 

• Phone Duties
• Distributing Post
• Monitoring Team inbox
• Office Maintenance
• Event organisation
• Marketing Support
• Information Requests 
• Update Salesforce for each client call in the client record & create a task for the recipient. 
• Weekly stationery audit for OfficeSupplies
• Liaise with the Managing Partner and employed personnel to check for additional requirements.
• Create a list of expected expenses, obtain authorisation and place ad hoc orders.
• Arrange bookings for team events.
• Arrange refreshments & stationery for the event.
• Send out calendar invites.
• Maintain existing team traditions.
• Produce mailmerge for marketing campaigns. 
• Order necessary marketing materials.
• Update Salesforce Campaigns and client journey records if applicable. 
• Request information from providers, record it on Salesforce & save copies on files. 
  
   

This will be a full-time office based position in Wallingford. Part-time candidates may also be considered if their experience aligns with the role.

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Job tags

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Salary