Office Administrator

TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: Office Administrator
Location:  Kenilworth
Benefits: Competitive salary, Pension, Part time considered. 
Salary: £20,000 to £25,000 depending on qualifications and experience
About the Company:
Our client is a leading Independent Financial Advisor (IFA) firm dedicated to providing personalised financial solutions to their clients. With a focus on integrity, professionalism, and client satisfaction, they strive to exceed expectations and help their clients achieve their financial goals.
They are currently seeking a proactive and detail-oriented Office Administrator to join their team. As an integral part of the company, you will be responsible for supporting the day-to-day administrative operations of the office, ensuring smooth workflow, and delivering exceptional service to both clients and colleagues.
What Your Day to Day Duties Will Include:

Greet clients and visitors warmly, and ensure their needs are addressed promptly and professionally.

Manage incoming calls, emails, and correspondence, directing inquiries to the appropriate team members.

Maintain office supplies inventory, place orders, and ensure adequate stock levels are maintained.

Assist in the organisation and coordination of client meetings, including scheduling, preparing meeting materials, and arranging facilities.

Handle incoming and outgoing mail, including sorting, distributing, and processing mail and packages.

Maintain accurate and up-to-date client records and files, ensuring confidentiality and compliance with regulatory requirements.

Provide administrative support to financial advisors, including preparing client documentation, processing transactions, and managing client inquiries.

Assist with general office duties such as filing, scanning, photocopying, and data entry.

Coordinate with external service providers, such as IT support and facilities management, to ensure smooth office operations.

Contribute to the development and implementation of office policies, procedures, and best practices to improve efficiency and productivity.
               
What is Needed to Be Considered:

Previous experience in an administrative role, preferably in a financial services or IFA environment.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software applications.

Excellent organizational and time management skills, with the ability to prioritise tasks and manage multiple deadlines effectively.

Strong communication and interpersonal skills, with a professional and friendly demeanor.

Attention to detail and accuracy in all tasks, with a commitment to maintaining high standards of quality and professionalism.

Ability to work both independently and collaboratively as part of a team, with a positive attitude and willingness to learn.

Knowledge of financial services terminology and regulatory requirements is desirable but not essential

 
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for