Office Administrator
1 week ago
**About Us**
Matthews Comfort are an Oxfordshire based firm of independent lifestyle financial planners, with a reputation for delivering the highest levels of service and expert advice, making meaningful differences to our clients’ lives.
**The Role**
**Key Contributions and Outputs**
- Supporting the team in the management of client accounts
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets.
- Contributing to the smooth running of the client administrative function within the business
- Supporting the team in research and analysis to meet Client needs and objectives.
- Promoting the profile of the business within the profession and wider communities
- Continuous professional development to meet regulatory requirements and personal development needs.
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
- We are dedicated to creating an open and inclusive working environment, and this starts with our recruitment practices. We try to ensure that everybody who is interested in joining our team has equal opportunity and ability to start that journey with us. We intend to have flexible and accessible hiring practices and will make every attempt to adapt to your needs throughout. We welcome any requests for adjustments in our processes._
**Requirements**:
**The role holder is responsible for**:
- Liaising with product providers and other relevant third parties
- Individual workflow and task delivery
- Assisting the team with:
- Preparing paperwork for client meetings
- Filing on to business systems.
- Back-office Data management
- Client account administration
- General office administration
**Interview Process**
Stage 1
Stage 2
Interview with hiring manager and HR via Teams. Interview questions can be issued in advance.
Stage 3
Interview with hiring manager and senior manager onsite.
Please tell us if you require a practice interview or adjustments at any stage of the interview process.
**Benefits**
- Annual bonus
- 25 days holiday + bank holidays and a day off for your birthday
- Early finish Friday
- 35 Hour Week
- Life insurance
- Income protection benefit
- Private medical insurance
- Regular team building days.
- Free parking
- Employee discount benefits
- Generous company pension
This role is office based in Witney.
The role holder will keep up to date with legislative and industry changes which affect the business and its clients.
The role holder may from time to time be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.
INDHP
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