Purpose of the Role
The wealth administrator & Operations Assistant plays a key role in providing professional front-of-house support while delivering efficient administrative and operational assistance to the wider administration team. The role is responsible for supporting smooth day-to-day running of the office, delivering an excellent client experience.
This role would suit someone who is looking to break into the Wealth Management sector or a Graduate looking for a entry level role into the industry
Key Responsibilities
Reception & Client Service
- Act as the first point of contact for clients, visitors, and external partners.
- Welcome clients professionally and ensure they have a positive experience when visiting the office.
- Answer incoming telephone calls and direct enquiries appropriately.
- Manage meeting room bookings and prepare rooms for client meetings.
- Handle incoming and outgoing post, deliveries, and courier services.
- Maintain a clean, professional, and welcoming reception area.
Administrative Support
- Provide administrative support to the admin.
- Update and maintain client records on internal systems.
- Process and track client requests and service enquiries.
- Maintain electronic and paper filing systems in line with company standards.
- Support diary management and meeting scheduling where required.
Operations Support
- Assist the Manager with and day-to-day operational activities.
- Maintain office supplies and coordinate ordering of stationery and equipment.
- Support onboarding activities for new employees, including workspace preparation and access requests.
- Assist with facilities management and liaise with suppliers and contractors when required.
- Support internal projects.
- Help coordinate company events, meetings, and training sessions.
Skills & Experience
Essential
- Previous experience in a reception, administration, customer service, or office support role.
- Strong organisational and time management skills.
- Excellent verbal and written communication abilities.
- Professional and friendly approach when dealing with clients and colleagues.
- Strong attention to detail and accuracy.
- Good working knowledge of Microsoft Office (Outlook, Word, Excel, Teams).
- Ability to manage multiple tasks and prioritise workload effectively.
Desirable
- Experience within Financial Services, Banking, or Professional Services.
Requirements
- Previous office or administrative experience is ideal, but training will be provided
- Strong computer skills including proficiency in Microsoft Office (Word, Excel, Outlook Power point.
- Excellent organisational skills with the ability to prioritise tasks effectively
- Good phone etiquette with clear communication skills
- Experience with data entry and clerical work demonstrating attention to detail
- Ability to work independently as well as part of a team in a fast-paced environment
- Strong typing skills for efficient document preparation and data management
- Organised with excellent time management abilities to handle multiple responsibilities simultaneously
This role offers an engaging environment for motivated individuals looking to enhance their administrative capabilities while supporting daily operations within our organisation.
Pay: £25,000.00-£29,000.00 per year
Benefits:
- Free parking
- Life insurance
- On-site parking
Work Location: In person
