Receptionist / Administrator

Office Administrator

We are seeking a highly organised and detail-oriented Administrator to join our team. The successful candidate will be responsible for providing administrative support to ensure efficient operation of the office. This role involves handling a variety of tasks related to organisation and communication.

Perfect Candidate

• Hard working and a willingness to learn
• Great communication skills
• Numeric skills
• Competent in Microsoft office suite
• Organizational and management skills
• Problem solving and task finding
• Commitment and self motivational skills
• Professionalism
• Honest, trustworthy and committed

We are looking for a self-motivated individual.

Duties And Responsibilities As Follows

• Acting as a first point of contact for clients: dealing with correspondence, phone calls, incoming enquiries and managing service level standard.
• Managing diaries and organising meetings and appointments.
• Booking and arranging travel for client meetings.
• Organising events and conferences.
• Reminding the advisors of important tasks and deadlines.
• Typing, compiling, and preparing reports, presentations and correspondence.
• Managing databases and filing systems.
• Continuously improving processes to enhance client experience.
• Implementing and maintaining procedures/administrative systems.
• Collating and filing expenses.
• Conducting research on behalf of the advisors.
• Producing personalised up to date wealth accounts.
• Preparing meeting packs.
• Actioning meeting notes and keeping client files up to date.
• Keeping high level of documentation standard on each case.
• Holding regular review meetings with the advisor.

Job Types: Full-time, Permanent

Benefits: Free parking, On-site parking

Schedule: Monday to Friday

Education: GCSE or equivalent (preferred)

Experience: Administrative experience: 1 year (preferred)

Language: English (preferred)

Work Location: In person