Administrative Assistant

River Birch Newman; Newcastle upon Tyne; On-site; GBP 22,000 - 28,000; Full time

Job summary

A trusted financial advice firm in Newcastle upon Tyne is seeking an Administrative Assistant to support advisers and ensure smooth office operations. The role involves managing client communications, maintaining records, and assisting with onboarding. Join a growing team dedicated to delivering exceptional service.

Benefits

Career development opportunities

Competitive salary and benefits package

Supportive work environment

Qualifications

• Previous experience in an administrative role, ideally in financial services.
• Strong organisational and time management abilities.

Responsibilities

• Provide administrative support to financial advisers, including diary management.
• Maintain and update client records and files in line with compliance standards.

Skills

Communication

Organisational

Attention to Detail

Tools

Microsoft Office

CRM Systems

Job description

Job Title: Administrative Assistant

Location: River Birch Newman Ltd, Cobalt Business Exchange, Cobalt Park Way, Newcastle Upon Tyne, NE28 9NZ

Employment Type: Full Time

Salary: Competitive, based on experience

About Us

At River Birch Newman we are a trusted and client-focused financial advice firm committed to helping individuals and businesses make informed financial decisions. With a team of experienced advisers, we pride ourselves on delivering personalised, transparent, and ethical financial guidance.

We are currently seeking a proactive and organised Administrative Assistant to join our growing team. This role is vital in ensuring the smooth day-to-day running of our office and supporting our advisers in delivering exceptional service to our clients.

Key Responsibilities

• Provide administrative support to financial advisers, including diary management and document preparation
• Handle incoming calls and emails, and respond to client enquiries professionally
• Maintain and update client records and files in line with compliance standards
• Assist with onboarding new clients and preparing review meeting documentation
• Liaise with product providers and third parties to follow up on client applications and transactions
• Manage office supplies and general administration tasks to support a well-functioning workspace

Key Requirements

• Previous experience in an administrative role, ideally within financial services or a regulated environment
• Excellent communication and interpersonal skills
• High level of accuracy and attention to detail
• Strong organisational and time management abilities
• Proficiency in Microsoft Office (Word, Excel, Outlook); experience with CRM systems is a plus
• A positive, team-oriented attitude and a willingness to learn

What We Offer

• A supportive, professional work environment
• Opportunities for career development and training
• Competitive salary and benefits package
• A chance to be part of a growing, values-driven firm