Office Administrator

Charterhouse Recruitment Services; York and North Yorkshire; On-site; GBP 20,000 - 26,000; Full time

Benefits offered by this job

Central location

Parking on site

Job summary

Charterhouse Recruitment (Yorkshire) Ltd is seeking an Office Administrator to support senior advisors in a central York office. The role includes client onboarding, drafting correspondence, and maintaining CRM and filing systems to ensure smooth daily operations.

The ideal candidate will have prior office experience (preferably in financial services), strong communication, and numeracy skills, with proficiency in Excel, Outlook and Word.

Qualifications

• Previous office experience, ideally in financial services.
• Excellent written and verbal communication skills.
• Able to develop and maintain excellent internal and external relationships.
• Analytical and numerate.
• Computer literate and advanced user of Microsoft Excel, Outlook and Word.

Responsibilities

• Assist with the new client account opening processes.
• Draft client reports and correspondence with valuations and letters.
• Typing and filing.
• Prepare documents for Manager sign-off and formatting.
• Proof-read and check documents.
• Maintain filing systems and keep CRM up to date.
• Complete SharePoint forms for Managers approval.
• Prepare payments, receipts and transfers for Manager approval.
• Take telephone messages for Advisors.
• Ensure client background and suitability reports are up to date.
• Develop relationships with clients by arranging meetings and preparing documentation.
• Check dealing data for reporting procedures.
• Prepare transactions on Firm systems for processing by Advisors.

Skills

Office experience

Communication skills

Analytical

Numeracy

Time management

Tools

Microsoft Excel

Outlook

Word

CRM system

Job description

We are seeking a detail-oriented and proactive Office Administrator to join our clients team in central York. The ideal candidate will play a critical role in ensuring the smooth day-to-day operations of our office while fostering a welcoming environment as well as providing key administrative support for senior advisors in the firm. This position offers an excellent opportunity to support a collaborative team and contribute to the success of the organisation.

• Central location with parking (on a first come first served basis)
• 3 months full-time work - working Monday to Friday office hours of 9am-5pm

Responsibilities

• Assist with the new client account opening process as appropriate
• Assist with drafting client reports and correspondence that would accompany valuations, dealing letters or recommendations and responses to ad hoc client requests or queries
• Typing and filing
• Present documents professionally and in an appropriate format for Manager sign-off
• Proof-read and check documents
• Maintain filing systems, update information regularly and ensure internal CRM system is kept up to date
• Complete SharePoint forms for Managers approval
• Prepare payment, receipt, transfer and other forms for Manager approval
• Take telephone messages and relay to Advisors
• Ensure client background & suitability reports are kept up to date
• Make low risk payments via CRM up to £50k
• Develop relationships with clients by arranging and assisting at meetings as appropriate, including the preparation of necessary documentation
• Check dealing data to ensure reporting procedures are followed correctly
• Prepare transactions on the Firm’s systems for processing by the Advisors

Qualifications

• Previous office experience, ideally in financial services
• Excellent written and verbal communication skills
• Able to develop and maintain excellent internal and external relationships
• Analytical and numerate
• Computer literate and advanced user of Microsoft Excel, Outlook and Word

We do our best to make our adverts as specific as possible so that you do not spend your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you. If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications. A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.