Client Service Administrator
6 months ago
**Company Description**
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: _Personal, _offering advice based on a true understanding of what matters to our clients; _Partnership_, working with our clients in a joined-up, collaborative way; and _Performance_, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners
Providing full administrative support to Bristol's professional services team.
**Key Responsibilities**:
- General administration duties to the PS teams
- Onboarding new clients
- Formatting Word documents, PowerPoint presentations plus other standard documents
- Arranging appointments, meetings and lunches
- Booking travel and accommodation
- Various adhoc admin tasks
- Providing support to BD/Marketing including event organisation
**Qualifications** Key Skills and Experience**
- Educated to GCSE level or equivalent
- Relevant experience within a professional services environment
- Strong interpersonal skills
- Excellent communication skills, both verbal and written, and strong attention to detail
- Excellent administration skills, including advanced ability in Word, Excel, PowerPoint, MS Teams and Outlook
- Understanding the need for working discreetly and maintaining confidentiality
- Ability to problem solve and work independently as required
- Ability to prioritise and work well using initiative
**Additional Information** As a colleague here at Evelyn Partners, you will have access to benefits that include**:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
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