Job Title
Office Coordinator / Administrator
Are you looking for a challenging role that allows you to take ownership of your workload?
Are you a team player who can multitask and help us coordinate and develop our office support?
We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.
Opportunity
We are a growing, independently owned, directly authorised, fee-based firm providing financial planning and investment advice. Joining our close-knit team provides varied responsibilities and the chance to take ownership to be a valuable team member. We will help you develop technical and soft skills to enable your success and achieve your own goals.
About the Role
Our varied role is to provide administrative support in all aspects of the day-to-day running of the business.
1. Answering, screening and forwarding incoming calls.
2. Creating and maintaining accurate client records on back-office systems.
3. Meeting and greeting clients and other business visitors..
4. Opening, scanning, logging and allocating incoming post and deliveries.
5. Managing outgoing post.
6. Preparing meeting rooms.
7. Diary management and confirming client meetings.
8. Maintaining and arranging client card/gift lists for mileston...