LOCATION: Wells
HOURS: Full time

PURPOSE: Ensuring that all day to day administrative processes are undertaken in an effective and efficient manner to support the wider team. 

KEY RESPONSIBILITIES

• Collecting and managing daily post.
• Scanning all incoming post to SOS.
• Completing posting slips for cash, cheques and TT payments received by the Accounts Department.
• Copying probate applications and Inheritance Tax (IHT) documents.
• Opening new client files.
• Preparing files for closure.
• Managing the archiving of files and deeds.
• Typing attendance notes and correspondence.
• Filing documents accurately and maintaining organised records.
• Undertaking ad hoc administrative duties as required.

To apply, contact Shelley Hankins at Shelley_Hankins@chubb-bulleid.co.uk or call 01749 836105 for a confidential chat.