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Principal Client Services Administrator

3 months ago

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

Position Title: Senior Client Services and Office Administrator

Company Overview: Anderson Financial Management Ltd is a reputable financial advisory firm established in 2007. We pride ourselves on our collaborative team environment and our commitment to delivering exceptional service to our clients.

Role Overview: We are seeking a skilled Office/Customer Service Administrator to become a vital part of our team. In this role, you will ensure seamless communication and operations within the organization, acting as the primary point of contact for clients.

Key Responsibilities:

  • Client Engagement: Manage communications with clients through various channels, including phone and email.
  • Meeting Management: Coordinate and schedule client meetings, addressing any inquiries promptly.
  • Office Oversight: Supervise office administration tasks and provide support to our Financial Advisers as needed.
  • Executive Support: Assist the Director with administrative tasks and diary management.
  • Office Supplies Management: Organize office supplies and client gifts, ensuring a well-maintained workspace.
  • Financial Support: Aid in bookkeeping activities and liaise with external processing firms.
  • Task Management: Prioritize and manage 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: Competent in Microsoft Office and adept with technology.
  • Communication Skills: Excellent verbal and written communication abilities.
  • Detail-Oriented: High level of accuracy and attention to detail.

Personal Attributes:

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

Qualifications:

  • Minimum of A-Level education with grades C or above, or equivalent qualifications.
  • GCSE in Maths and English at grades A* - C (9-4).

Additional Considerations:

  • Work Environment: Join a supportive team with a focus on professional development.
  • Benefits: Comprehensive benefits package including pension contributions and private medical coverage.