Office Administrator

We are currently looking for an Office Administrator to join a wealth management firm based in Wallingford. The successful candidate will help support the practice and office management in day-to-day tasks.

Core responsibilities:

• Phone Duties
• Distributing Post
• Monitoring Team inbox
• Updating Salesforce
• Ordering Stationery
• Office Maintenance
• Event organisation
• Marketing Support
• Information Requests
• Update Salesforce for each client call in the client record & create a task for the recipient.
• Weekly stationery audit for OfficeSupplies
• Liaise with the Managing Partner and employed personnel to check for additional requirements.
• Create a list of expected expenses, obtain authorisation and place ad hoc orders.
• Arrange bookings for team events.
• Arrange refreshments & stationery for the event.
• Send out calendar invites.
• Maintain existing team traditions.
• Produce mailmerge for marketing campaigns.
• Order necessary marketing materials.
• Update Salesforce Campaigns and client journey records if applicable.
• Request information from providers, record it on Salesforce & save copies on files.

This will be a full-time office based position in Wallingford. Part-time candidates may also be considered if their experience aligns with the role.

If you are interested in this position, then please submit a copy of your CV to Natalie at Artemis Recruitment.