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Office Administrator

2 weeks ago

Leeds, United Kingdom The Private Office Full time

**Who are we?**

We are The Private Office (TPO), an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients. We are a growing business, with offices in Leeds, London and Bath.

We only recruit the best, and our teams are full of helpful, knowledgeable, fun and friendly colleagues who are already busy preparing for your arrival. We are looking forward to you joining our TPO family.

**What are we looking for?**

We are looking for a positive team member with drive, ambition, and a strong work ethic. In turn we will provide you with the skills, knowledge and support to excel in this role. There is plenty of progression available to you; if you work hard and prove yourself, this apprenticeship will be the stepping-stone to a long, happy and fulfilling career with us. Guess what, you will be joining as part of a cohort with other apprentices doing similar roles, so you will be able to support each other and grow together.

Your main responsibilities will be to provide full administrative support to the Operations department and in turn deliver a professional, compliant and effective client service with a high focus on quality and accuracy.

Before you get started you will need to understand our business, culture and core values. They should underpin your behaviour, attitude, and the way you approach your work. We will help you get to grips with our fantastic values so you can live and breathe them like your team mates. Hopefully they align with your own values?

**What are the key tasks you will carry out?**

The role encompasses all general administration duties to support the Client Delivery Team. Your initial key duties are included in the list below. As you grow in confidence and knowledge there will be additional areas to get involved in. We can promise you will never be bored, and you will always be learning something new
- Input information for new and existing clients onto CURO which is our Client Relationship Management (CRM) system. Ensure all the data is input correctly and kept up to date.
- Keep up to date with scanning and filing.
- Support the Front of House team when required, to help improve your knowledge of the business and provide cover when needed e.g. distributing post and welcoming clients.

**What Skills and Qualifications do you need?**
- GCSE in English & Math’s (Grade A-C)
- Strong IT skills in core Microsoft Office systems (Word, Excel, Powerpoint etc.)
- Excellent verbal and written communication skills
- Attention to detail
- Professional telephone manner
- Enthusiastic and willingness to learn
- Strong personal organisation and prioritisation skills

**What will we offer you in return?**

We have a fantastic benefit offering. We will go through these with you in more detail when we meet, but trust us there is a lot to be excited about
- Company discretionary bonus scheme
- 24 days holiday (increasing to 26), plus 2 additional days for Christmas close down
- Company Pension scheme
- Private Healthcare following completion of probationary period
- Group Income Protection
- Life Assurance
- Eye Care Scheme
- Bike to Work Scheme
- Full support with professional qualifications
- Wellbeing Programme
- Fantastic career progression available

**Job Types**: Full-time, Apprenticeship

**Salary**: £15,000.00 per year

Additional pay:

- Bonus scheme

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Life insurance
- Private medical insurance
- Profit sharing
- Wellness programmes
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Ability to commute/relocate:

- Leeds, LS1 5DE: reliably commute or plan to relocate before starting work (required)