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Client Services and Office Manager
3 months ago
Position Title: Senior Administrative Coordinator
Company: Anderson Financial Management Ltd
Role Overview: We are seeking a highly skilled Senior Administrative Coordinator to enhance our team. This role is pivotal in ensuring seamless operations within our office environment and providing exceptional service to our clients.
Key Responsibilities:
- Client Engagement: Manage communications with clients through various channels, ensuring a welcoming and professional interaction.
- Meeting Management: Organize and coordinate client meetings, addressing any inquiries with efficiency.
- Office Administration: Oversee daily office functions and provide support to our financial advisors as needed.
- Executive Support: Assist the Director with administrative tasks, including calendar management and task prioritization.
- Office Supplies Management: Maintain inventory of office supplies and ensure a well-organized workspace.
- Financial Support: Aid in bookkeeping activities and liaise with external processing firms.
- Task Management: Prioritize and manage workload effectively to meet deadlines.
Ideal Candidate Profile:
- Client-Centric: Proven ability to foster strong relationships with clients.
- Experience: Minimum of 5 years in a customer-facing administrative role; experience in financial services is a plus.
- Technical Proficiency: Strong skills in Microsoft Office and familiarity with IT troubleshooting.
- Communication Skills: Excellent verbal and written communication abilities.
- Detail-Oriented: Exceptional attention to detail and accuracy in work.
Personal Attributes:
- Organizational Skills: Strong passion for maintaining order and efficiency.
- Positive Attitude: A proactive approach with a willingness to learn.
- Team Collaboration: Ability to work independently and collaboratively within a team.
- Adaptability: Quick to learn new processes and tools.
- Professionalism: Maintain a positive and professional demeanor in all interactions.
- Confidentiality: Handle sensitive information with discretion and integrity.
Qualifications:
- Educated to A-Level or equivalent qualification.
- GCSEs in Maths and English at grades A* - C (9-4).
Working Environment: Join a dynamic team committed to excellence and client satisfaction, with a focus on professional development and support.
