Overview
Client Service Office Administrator. 2-6-month temporary contract. Office Based Role. Monday-Friday. Salary £13.85 per hour. 8.30am - 17.00pm Monday to Thursday and 8.30am - 15.00pm on Fridays.
Responsibilities
- Provide high-level administrative, technical, and secretarial support to Advisers, the Managing Director, Administration Manager, and the broader team.
- Deliver proactive and high-quality technical and administrative support to Advisers.
- Maintain a high level of customer service through efficient client communication and problem-solving.
- Oversee the smooth day-to-day running of the office, including contractor and supplier liaison.
- Provide secretarial support to senior leadership and team members.
- Maintain internal systems, ensuring data accuracy and timely updates.
- Liaise with clients to provide help, resolve queries, and manage technical information.
- Process business submissions and ensure documentation is complete and compliant.
- Conduct various financial calculations and reports.
- Handle client forms, and other required paperwork.
- Book client meetings, send confirmations and review forms whilst managing diaries and completing meeting preparation.
Qualifications and Skills
- Strong organisational and time management skills with the ability to prioritise effectively.
- High attention to detail and a proactive approach to problem-solving.
- Excellent written and verbal communication skills.
- Comfortable using Microsoft Outlook, Excel, Word, and other data systems.
- Prior experience in financial services and experience supporting advisors/senior management directly.
If you're interested, please apply now or feel free to reach out on (phone number removed) for more information.