Client Service & Office Administrator

Description

Client Service Office Administrator

Monday-Friday

Up to £14.50 per hour (DOE)

2–6-month temporary contract

8.30am – 17.00pm Monday to Thursday and 8.30am – 15.00pm on Fridays

Office Based Role- You must be able to drive due to the rural location of the office

To provide a high-level administrative, technical, and secretarial support service to Advisers, the Managing Director, Administration Manager, and the broader team. The role combines responsibilities across client servicing, office administration, and adviser support, ensuring the seamless operation of the practice while maintaining an exceptional level of customer service.

Key Responsibilities

Deliver proactive and high-quality technical and administrative support to Advisers.

Maintain a high level of customer service through efficient client communication and problem-solving.

Oversee the smooth day-to-day running of the office, including contractor and supplier liaison.

Provide secretarial support to senior leadership and team members.

Maintain internal systems, ensuring data accuracy and timely updates.

Liaise with clients to provide help, resolve queries, and manage technical information.

Process business submissions and ensure documentation is complete and compliant.

Conduct various financial calculations and reports

Handle client forms, and other required paperwork.

Book client meetings, send confirmations and review forms whilst managing diaries and completing meeting preparation

Skills Required

Strong organisational and time management skills with the ability to prioritise effectively.

High attention to detail and a proactive approach to problem-solving.

Excellent written and verbal communication skills.

Experience working within a similar role (I.E within the financial sector)

Comfortable using Microsoft Outlook, Excel, Word, and other data systems

Prior experience in a financial services and experience supporting advisors/senior management directly. If you’re interested, please apply now or feel free to reach out on (phone number removed) for more information

Ad ID: 5417242016