Senior Administration Executive
3 weeks ago
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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