Senior Administration Executive

3 weeks ago


Bristol, Bristol, United Kingdom Anderson Financial Management Ltd Full time

Position Title: Senior Client Services and Office Administrator

Company: Anderson Financial Management Ltd

Role Overview: We are seeking a dedicated and experienced Senior Client Services and Office Administrator to join our dynamic team. This pivotal role is designed for an individual who thrives in a collaborative environment and is committed to delivering exceptional service.

Key Responsibilities:

  • Client Engagement: Manage communications with clients through various channels, ensuring a welcoming and professional interaction.
  • Meeting Coordination: Organize and facilitate client meetings, addressing inquiries with efficiency.
  • Office Administration: Oversee daily office operations, providing support to financial advisers as needed.
  • Executive Support: Assist the Director with administrative tasks, including diary management and prioritization of activities.
  • Supplies Management: Ensure the office is well-stocked with necessary supplies and maintain a tidy work environment.
  • Financial Support: Provide assistance with bookkeeping tasks and liaise with external processing firms.
  • Task Management: Prioritize personal workload effectively to meet organizational goals.

Ideal Candidate Profile:

  • Client-Centric Approach: Proven ability to foster and maintain strong client relationships.
  • 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: High level of accuracy and attention to detail.

Personal Attributes:

  • Organizational Skills: A passion for maintaining order and efficiency.
  • Positive Attitude: A proactive mindset with a willingness to learn.
  • Team Collaboration: Ability to work both independently and as part of a team.
  • Adaptability: Quick to learn new processes and tools.
  • Professionalism: A positive and enthusiastic approach to all tasks.
  • Confidentiality: Capable of handling sensitive information with discretion.

Qualifications:

  • Educated to A-Level or equivalent qualification.
  • GCSEs in Maths and English at grades A* - C.

Working Environment: Join a supportive team within a well-established practice that values your contributions and promotes professional growth.



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