Office Administrator

Posted 20 November 2023
Salary Up to £21000 per annum
Job type Permanent
ReferenceKT 35918_1700487586
Contact NameKate Turnbull

Job description

Financial Planning Office Administrator

Working for a well-established company who offer a high quality service to their portfolio of prestigious clients, this additional member of the administration team will play a key role in supporting the day to day running of a small office and provide an exceptional level of customer facing service. With exceptional verbal and written communication skills, you will also have excellent attention to detail and high levels of accuracy.

Some key duties and responsibilities will include (but not be limited to):

  • Providing high quality administrative support to a designated portfolio of clients
  • Processing and collating client information
  • Ensuring clients are retained by providing a regular and efficient service
  • Preparing all Client Reviews and processing new business
  • Liaising with all Agency providers
  • Inputting accounts and expenses
  • Keeping up to date with all new literature and information on procedures
  • Any other duties as required

Skills and Experience required:

  • Exceptional customer facing skills
  • An ability to deal with High Net Worth clients
  • Exceptional relationship building skills
  • Excellent attention to detail and high levels of accuracy
  • Strong verbal and written communications skills
  • Excellent time management skills
  • Fantastic team player

Based in the centre of Worcester, our client is looking for a full -time, office-based person. Hours are Monday-Friday 8.30am - 5.00pm, salary is £21k.