Client Administrator

Job Title: Administration Assistant

Location: Knutsford

Salary: £23,000 - £26,000

We are a well-established Wealth Management company providing financial services to private and corporate clients. We are currently seeking an Administrative Assistant to join our client liaison team. The ideal candidate will have a team attitude and enjoy working both independently and collaboratively to deliver an excellent client experience

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• Act as the first point of contact for the practice, dealing with correspondence and calls
• Organise meetings and appointments, managing diaries for advisors
• Prepare weekly meeting packs for clients
• Update and input client information onto internal CRM systems
• Maintain stock levels and order stationery
• Liaise with Head Office and admin centres as required to complete client requests

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• A positive ‘can do’ attitude
• Ability to work as part of a team, as well as independently in a busy, fast-paced office environment
• Confident communication skills with team members, advisors, and clients both face to face and on the telephone
• Proficiency in using all Microsoft programmes and the ability to work on several IT platforms simultaneously, including internal CRMs, Teams, Zoom, and other digital applications
• Excellent organisational skills, with the ability to manage and prioritise workloads
• A flexible approach to day-to-day activities, adapting to the needs of the business
• A high level of attention to detail
• Proven work experience as an Office Administrator, Office Assistant, or similar role
• Proficiency in data entry, administrative procedures, and office management systems
• Excellent phone etiquette and communication skills
• Strong organisational skills with the ability to multi-task

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• Competitive company pension
• Flexitime working options
• Health & wellbeing programme

Apply today and we'll be in touch!