Office Support Administrator - Financial Services

Office Support Administrator - Financial Services

Swindon Area

£25,000 depending on experience.

An established and growing financial planning practice with offices located just outside of Swindon are looking to recruit an experienced administrator to support the office.

Working in a team environment you will work alongside the Advisers and wider Wealth Management Team supporting with all administrative and secretarial duties.

Duties will include -

• Provide full administrative support to consultants, directors and the administration manager. Ensure systems are updated, correspondence is correctly produced and internal spreadsheets are maintained.
• Help consultants manage their diaries, organise meetings and update internal calendars. Arrange travel and accommodation.
• Assist with monthly payroll, expense reporting and banking reconciliations.
• Act as an office point of contact, answer client queries and direct messages and calls.
• Update client records with address changes, contact details and correspondence.
• Manage office administration - filing, scanning, copying, post and archiving.
• Send welcome letters and marketing materials to clients.
• Manage office stationery and the office expenses budget.
• Organise contractors for routine maintenance and repairs.
• Assist with the preparation of lunches, client restaurants bookings and office refreshments.

This is an excellent opportunity for someone who enjoys working in a busy team oriented environment. You will need to organised, friendly, welcoming and have good attention to detail. It’s also essential you have strong software skills, can touch type and are comfortable answering client calls.

For more information, please contact Richard Garbett