Temporary Administrator

Kingswood Group are actively looking for an experienced Temporary Administrator to join our team in Rayleigh on a full-time basis for around 3-4 weeks with a potential for this to extend.

Working alongside our team, you'll be responsible for managing, organising and coordinating client files and documentation ready for our office move. We need someone who has experience of managing key organisational projects relating to documentation.

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 19,000 active clients and c. £9 billion of Assets under Management. It has a growing network of offices across the UK as well as offices in New York and Johannesburg. Clients range from private individuals to some of the UK’s largest universities. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

What you’ll do as a Temporary Administrator:

• Organise, manage and create a seamless process for all client files, documentation and office processes
• Physically label all documentation and file accordingly
• Create, manage and run a live excel spreadsheet that contains label numbers, client names, dates recorded and the nature of documents
• Process all sales related paperwork for investments, pensions and protection departments and coordinate accordingly.

This list is not exhaustive, and you will be expected to undertake any other task as reasonably requested by your line manager where appropriate training and/or guidance is provided.

What we’re looking for:

• Someone who has experience of managing mass documentation projects
• Experienced in managing confidential information and adhere to GDPR regulations
  
• Can start ASAP

Here at Kingswood Group, we’re all about our people and are committed to recruiting and maintaining a diverse workforce.

We celebrate, recognise, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. We’re continually learning and improving our processes and policies to ensure an inclusive culture for all our employees. That’s why upon joining Kingswood, you’ll be able to contribute to our overall values to continue to make us one of the best places to work. In addition to this, we promote employee recognition and some of the top career development opportunities for those that are looking to progress.

ONE KINGSWOOD

Kingswood is passionate about creating a unified and consistent culture across all of our locations and business activities. All employees are expected to take responsibility for embodying our ‘One Kingswood’ behaviours and supporting others to live these behaviours too. Our Kingswood behaviours are:

• Support and empower – we recognise others’ contributions and collaborate to support success.
• Demonstrate Respect – we listen to understand and consider the impact of our words and actions.
• Continuously Evolve – we are curious and positive in our approach; providing constructive feedback to support growth.
• Champion Inclusivity – we embrace individuality and openness to create a vibrant, welcoming environment for all.
• Uphold Responsibility – we treat others fairly and always learn from our mistakes.