Administrative Assistant

fs talent; St Albans; On-site; GBP 20,000 - 30,000; Full time

Job summary

A leading financial services firm is seeking an enthusiastic Administrative Assistant to support their Client Acquisition team. This entry-level role focuses on client onboarding, data management, and communication, providing a great opportunity for career development in financial services. Applicants should possess strong organizational skills and a proactive attitude, with a background in administrative roles preferred.

Qualifications

• Previous experience in an administrative, client support, or customer service role.
• Interest in developing a career in financial services.
• Experience in similar environments is a plus.

Responsibilities

• Prepare welcome packs and gather client information for onboarding.
• Enter and maintain data in internal systems and CRM.
• Coordinate calls and meetings between advisers and clients.
• Draft and send professional correspondence.
• Monitor lead activity and client engagement.
• Support compliance and record-keeping processes.
• Assist with general administration tasks.

Skills

Excellent organisation and attention to detail

Strong written and verbal communication skills

Confidence using Microsoft Office

Experience with CRM software

Proactive attitude

Team collaboration

Eager to learn

Tools

Microsoft Office

CRM software

Job description

We’re looking for an enthusiastic, organised, and proactive Administrative Assistant to join a growing Client Acquisition team within a leading financial services firm.

This role offers an excellent opportunity for someone early in their career who’s eager to build experience in financial services, client operations, or business development support. You’ll work alongside experienced advisers and support staff, gaining valuable exposure to the client onboarding process and the wider workings of a successful, client-focused business.

Key Responsibilities

As an Administrative Assistant, you’ll help the Client Acquisition team deliver an exceptional first impression to every prospective client. Your main responsibilities will include:

• Client Onboarding: Preparing welcome packs, gathering client information, and ensuring all required documentation is collected and accurately stored.
• CRM & Data Management: Entering and maintaining data in internal systems, tracking new enquiries, and supporting lead management and reporting.
• Scheduling Meetings: Coordinating calls and meetings between advisers and prospective clients, managing diaries, and sending confirmations.
• Client Communication: Drafting and sending professional, timely correspondence and introductory materials.
• Lead Tracking & Reporting: Monitoring lead activity, referral sources, and client engagement to help the team stay informed and organised.
• Compliance & Record-Keeping: Supporting completion of onboarding checklists and ensuring all documentation meets internal and regulatory standards.
• General Administration: Assisting with scanning, filing, updating spreadsheets, and maintaining team inboxes to keep workflows running smoothly.

Skills and Attributes

• Excellent organisation and attention to detail
• Strong written and verbal communication skills
• Confident using Microsoft Office and comfortable learning new systems (experience with CRM software is a plus)
• A proactive, “can-do” attitude with the ability to prioritise tasks effectively
• Enjoys working collaboratively in a fast-moving environment
• Professional, approachable, and client-focused
• Eager to learn and develop within a financial or professional services environment

Experience & Background

• Previous experience in an administrative, client support, or customer service role
• Ideally some exposure to financial services, professional services, or business development environments (though not essential)
• Strong interest in developing a career in financial services, operations, or client management