Office Coordinator
6 days ago
Are you looking for a challenging role that allows you to take ownership of your workload?
Are you a team player who can multi-task and help us coordinate and develop our office support?
We are a small, established, boutique wealth management practice looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.
**Opportunity**
We are a growing, independently owned, directly authorised, fee-based firm providing financial planning and investment advice. Joining our close-knit team provides varied responsibilities and the chance to take ownership to be a valuable team member. Wewill help you develop technical and soft skills to enable your success and achieve your own goals.
**About the Role**
Our varied role is to provide administrative support in all aspects of the day-to-day running of the business.
- Answering, screening and forwarding incoming calls
- Creating and maintaining accurate client records on back-office systems
- Meeting and greeting clients and other business visitors
- Opening, scanning, logging and allocating incoming post and deliveries
- Managing outgoing post
- Preparing meeting rooms
- Diary management and confirming client meetings
- Maintaining and arranging client card/gift lists for milestone birthdays and Christmas
- Ordering and maintaining adequate stationery levels
- Sending Letters of Authority and chasers as required
- Invoicing
- Arranging travel if needed
- Assisting with general administrative tasks and other duties
**Essential**
- Experience working in an office environment
- Confident with Microsoft Word, Excel and electronic diary management
- Disciplined, organised, efficient and have strong attention to detail
- Articulate with excellent interpersonal skills, both written and verbal
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan your workload
- Ability to multi-task and prioritise effectively
- Ability to work independently and in a team
- **Unrestricted rights to work in the UK**
**Desired**
Experience working within the financial services industry
**Salary & Benefits**
- Basic salary: to £30,000 + discretionary bonus
- Auto-enrolment Pension
- 20 days holiday, plus three days between Christmas and New Year, as well as a day off on your birthday and an additional 2 das taken as a half-day per quarter.
- Exam costs and support, if desired.
**Additional Information**
Based in Beaconsfield, Buckinghamshire, we have a lovely new office barn, offering a great working environment in the countryside with easy access to M40 and free parking.
We embrace hybrid working, but we require easy access to the office because of the degree of training, colleague liaison, and client contact.
Core Hours: 9.15 am to 5.15 pm Monday to Thursday, 9.15 am to 4.30 pm Fridays
**Company Information**
**Austyn Amith Associates** are award-winning independent financial advisers who specialise in pension, retirement and investment advice and believe in being adaptive and proactive to improve the financial well-being of our clients. By managingrisk, we aim to preserve wealth, provide stable growth, and create sustainable income.
Our culture means we treat clients like family. All benefit from our latest thinking and initiatives, and we continue to share our success with the community through charitable giving. We see our role as helping clients see where they need to go, developa plan, and keep things on track.
We were a 'Finalist' in the Professional Adviser Magazine and Adviser Firm of the Year in 2020 and 2021. For the third year running, we were placed in the Top 100 UK IFA firms in the Citywire magazine, 'New Model Adviser Top 100
Please view our website for more information about our company and philosophy.
**NO AGENCIES PLEASE**
We are using **Recruitment Rebellion** to run and organise the response for this advert. Please do not contact us if you are a recruiter.
Keywords: Administrative Assistant, Office Manager, Office Administrator, Administrative Coordinator, Office Assistant, Office Associate
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