Office Administrator

Calder Davis Wealth Management is seeking a dynamic Office Administrator to join our team in Westerham. You will play a crucial role in providing exceptional client service while embodying our core values of approachability, honesty, transparency, accountability, and respect. In return, you will receive a salary of up to £35,000 per annum, plus a 10-20% bonus and flexible working options.At Calder Davis Wealth Management, we uphold the highest professional standards while fostering a friendly and supportive work environment. We believe in open communication, honesty, and genuine care for both our clients and each other. As a team, we work collaboratively to ensure that every client receives the best possible service and support.As Office Administrator at Calder Davis Wealth Management, your responsibilities will include:

• Serving as the primary point of contact for clients, addressing queries and managing expectations promptly and professionally.
• Coordinating third-party support services to ensure efficient case management.
• Overseeing the end-to-end review process for clients, ensuring timely completion and accuracy of documentation.
• Maintaining office operations, including but not limited to updating client digital records, supply management, and diary management.
• Ensuring the smooth running of day-to-day administrative tasks to support the team.
• Creating meeting packs and drafting review letters for client meetings.
• Preparing and distributing client sign up packs and then processing business submissions.
• Assisting in organizing marketing initiatives and client events to enhance client engagement and retention.
• Scheduling client meetings within relevant timescales, coordinating with internal and external stakeholders.
• Establishing and maintaining relationships with external third-party providers to collect client plan information.
• Preparing and reviewing outgoing internal and external correspondence and reports, ensuring accuracy and confidentiality.
• Maintaining accurate records in client management systems such as Salesforce, Asana, and DocuSign.

At Calder Davis Wealth Management, we're looking for an Office Administrator with the following:

• Previous experience in an office support role, preferably in financial services advantageous but not a requirement.
• Knowledge of relevant regulations and legislation (desirable).
• Experience with client management systems such as Salesforce/Asana/DocuSign (desirable).
• Proficiency in Microsoft Office suite (Outlook, Word, PowerPoint, Excel).

We are open to full time or part time hours and can be flexible to work around family commitments. Office attendance 2/3 days per week but a genuinely flexible role which will be discussed on a candidate-by-candidate basis. This role offers the opportunity for growth and development as our business expands. If you are passionate about providing exceptional client service in a supportive and friendly environment, we encourage you to apply.To apply for this role as Office Administrator at Calder Davis Wealth Management, please click apply online and upload an updated copy of your CV.Calder Davis Wealth Management is an equal opportunity employer and values diversity in the workplace. We welcome applications from all qualified individuals.