Office Administrator

Job details

To provide administrative support to the Director, Advisers and Practice Manager and assist with the daily operation of the office.

Experience preferred but not essential as full inhouse training will be given.

Mondays to Friday 9am to 5pm & Saturdays 9am to 3pm (2 Saturdays per month).

Key duties and responsibilities:

· Obtain quotations from product providers and provide illustrations and product information to the Partner as required;

· Prepare files including: compliance required documentation; research; illustrations; supporting documentation, prior to sale;

· Ensure that files are complete post-sale with all required client identification documentation and necessary application forms;

· Process applications accurately and record the required management information;

· Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner;

· Maintain accurate client information, files/records, ensuring that clients are placed into a review system as agreed with the Partner;

· Prepare portfolio valuations as requested;

· Provide administration support to the Partner/Practice Manager as required, e.g. marketing correspondence;

· Support the day-to-day business operations within the Practice;

· Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;

· Attend and contribute to regular update meetings with the Directors/Practice Manager;

· Ensure office stationery/equipment is of sufficient quality, quantity and up to date;

· Maintain technical competence at an appropriate level to meet the requirements of the role

· Maintain a good working relationship with colleagues, clients and third parties.

Desirable knowledge and experience:

· Previous experience in an office support role, ideally in financial services or related sector;

· Knowledge of relevant regulation and legislation;

· Experience of client management systems;

Skills and behaviours:

· Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;

· Excellent written communication skills;

· Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);

· Good organisation skills;

· Attention to detail;

· Manages time effectively with the ability to multi-task;

· Keeps calm when faced with conflicting demands and handles these effectively;

· Demonstrates a positive attitude at all times;

· Works well on own tasks as well as on shared goals as part of a team;

· Open to change with a creative approach to problem solving.

Job Type: Full-time

Work Location: In person