Office Administrator
6 months ago
**TEMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**
**Job Title**: Office Administrator
**Location**: Kenilworth
**Benefits**: Competitive salary, Pension, Part time considered.
**Salary**: £20,000 to £25,000 depending on qualifications and experience
**About the Company**:
Our client is a leading Independent Financial Advisor (IFA) firm dedicated to providing personalised financial solutions to their clients. With a focus on integrity, professionalism, and client satisfaction, they strive to exceed expectations and help their clients achieve their financial goals.
They are currently seeking a proactive and detail-oriented Office Administrator to join their team. As an integral part of the company, you will be responsible for supporting the day-to-day administrative operations of the office, ensuring smooth workflow, and delivering exceptional service to both clients and colleagues.
**What Your Day to Day Duties Will Include**:
- Greet clients and visitors warmly, and ensure their needs are addressed promptly and professionally.
- Maintain office supplies inventory, place orders, and ensure adequate stock levels are maintained.
- Assist in the organisation and coordination of client meetings, including scheduling, preparing meeting materials, and arranging facilities.
- Handle incoming and outgoing mail, including sorting, distributing, and processing mail and packages.
- Maintain accurate and up-to-date client records and files, ensuring confidentiality and compliance with regulatory requirements.
- Provide administrative support to financial advisors, including preparing client documentation, processing transactions, and managing client inquiries.
- Assist with general office duties such as filing, scanning, photocopying, and data entry.
- Coordinate with external service providers, such as IT support and facilities management, to ensure smooth office operations.
- Contribute to the development and implementation of office policies, procedures, and best practices to improve efficiency and productivity.
**What is Needed to Be Considered**:
- Previous experience in an administrative role, preferably in a financial services or IFA environment.
- Excellent organizational and time management skills, with the ability to prioritise tasks and manage multiple deadlines effectively.
- Strong communication and interpersonal skills, with a professional and friendly demeanor.
- Attention to detail and accuracy in all tasks, with a commitment to maintaining high standards of quality and professionalism.
- Ability to work both independently and collaboratively as part of a team, with a positive attitude and willingness to learn.
- Knowledge of financial services terminology and regulatory requirements is desirable but not essential
- Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for_
**Job Type**: Permanent
Pay: £20,000.00-£25,000.00 per year
**Benefits**:
- Company pension
Work Location: In person
Reference ID: 1655
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