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Office Administrator

5 months ago

Cardiff, United Kingdom Skylark Wealth Management Full time

**Role**:
To provide administrative support t to ensure that the Partner’s relationships between their clients can be optimised and assist with the daily operation of the office.

**Key duties and responsibilities**:

- Provide high level technical and administrative support to the advisors
- Deal effectively with queries from clients and other parties through effective communication;
- Prepare files including compliance required documentation; research; illustrations and supporting documentation;

**Knowledge and experience**:

- Previous experience in an office support role, ideally in financial services or related sector;
- Knowledge of relevant regulation and legislation (desirable);
- Experience of client management systems such as Salesforce.

**Skills and behaviours**:

- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Excellent written communication skills;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Good organisation skills;
- Strong attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Demonstrates a positive attitude at all times;
- Works well on own tasks as well as on shared goals as part of a team;
Open to change with a creative approach to problem solving.

**Required Competencies**:

- Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with mínimal supervision. Stays focused on tasks in spite of distractions and interruptions.
- Team Work: Promotes cooperation and commitment within a team to achieve goals and deliverables.
- Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
- Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.
- Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.
- Planning and Organising: Manages own time, priorities, and resources to achieve goals.

Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business.

There will be in house training provided for internal systems and processes with further oppurtunity to progress and undertake relvant qualifications.

**Job Type**: Part-time
Part-time hours: 10 per week

**Salary**: £15.00 per hour

**Benefits**:

- Referral programme
- Sick pay

Schedule:

- No weekends

Ability to commute/relocate:

- Cardiff: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Customer service (required)
- Administrative experience (required)

**Language**:

- English (required)

Licence/Certification:

- Driving Licence (preferred)

Work Location: One location