Office Administrator

BMC Recruitment Group Ltd; Bournmoor; On-site; GBP 20,000 - 25,000; Full time

Job summary

A financial planning firm in Durham is seeking an Office Administrator to provide high-quality administrative support, optimising the Partner's relationships with clients. The ideal candidate will have experience in office administration and strong skills in Microsoft packages. The position involves scheduling meetings, managing client data, and maintaining professional relationships within the team. This role is 34 hours per week.

Qualifications

• Previous experience in an Office Administrative support role.
• Good working knowledge of Microsoft packages.
• Comfortable with learning / using electronic (client) data systems.

Responsibilities

• Organise and schedule meetings and appointments on behalf of Partners.
• Maintain accurate records of archiving and filing.
• Project a professional image and provide quality support.

Skills

Office Administrative support experience

Microsoft packages

Client interaction skills

Ability to multi-task

Job description

We're working with a well-established financial planning firm in Durham seeking a Office Administrator to support their team with a high standard of administrative support to ensure that the Partner’s relationships with their clients can be optimised and the daily operation of the office. The working hours are 34 hrs per week.

Practice Management

• Organise and schedule meetings and appointments on behalf of Partners.
• Distribution of post upon receipt and ensure outgoing post is prepared in time for the daily collections.
• Ordering of stationery and literature.
• General reception duties (where required) to provide a professional and consistent welcome to all visitors and callers.

Business Processing

• Ensure the end-to-end business processes are adhered to and tracked efficiently.
• Input, update and maintain client data using appropriate IT systems.
• Process all online applications using an external IT system.
• Process new business applications as required.
• Maintain accurate records of archiving and filing.
• Reprioritise workload to ensure that all urgent work is actioned in a timely manner.

Team responsibilities

• Project a professional image in both appearance and attitude and provide quality support on time to agreed standards.
• Maintain a good working relationship with colleagues, clients and third parties.
• Provide cover for other team members upon request as per business need.

What We’re Looking For

• Previous experience in an Office Administrative support role
• Good working knowledge of Microsoft packages
• Comfortable with learning / using electronic (client) data systems
• Ability to multi-task and work to deadlines, ensuring quality is never compromised.
• Excellent face-to-face and telephone client interaction skills and ability to quickly build rapport.
• Ability to build strong relationships with others by delivering on promises and by dealing with queries effectively and courteously.
• Ensure confidentiality is maintained at all times.
• A willingness to work as a team member