Office Coordinator Administrator

Recruitment Rebellion; England; On-site; GBP 27,000 - 32,000; Full time

Job summary

A wealth management office in Beaconsfield is looking for an Office Coordinator/Administrator to manage diverse administrative duties. You will handle client interactions, maintain records, and support office operations. The ideal candidate must have strong Microsoft Office skills, exceptional attention to detail, and the ability to multitask in a dynamic environment. This full-time position offers a salary of £27,000 to £32,000, with additional benefits including a generous holiday allowance and a supportive team culture.

Benefits

Auto-enrolment Pension

22 days holiday plus additional leave

Exam costs support

Qualifications

• Confident with Microsoft Word and Excel.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication abilities.
• Ability to multitask and prioritize workloads.
• Unrestricted rights to work in the UK.

Responsibilities

• Answering, screening, and forwarding incoming calls.
• Creating and maintaining accurate client records.
• Meeting and greeting clients and business visitors.
• Managing diary and confirming client meetings.
• Preparing meeting rooms and arranging travel.

Skills

Microsoft Word

Microsoft Excel

Organisational skills

Interpersonal skills

Attention to detail

Diary management

Customer Service

Job description

Office Coordinator / Administrator

Are you looking for a challenging role that allows you to take ownership of your workload

Are you a team player who can multitask and help us coordinate and develop our office support

We are a small established boutique wealth management practice and are looking for someone who can work efficiently and accurately work to deadlines and prioritise when necessary.

Opportunity

We are a growing independently owned fee-based firm providing financial planning and investment advice bah . Joining our close-knit team provides varied responsibilities and the chance toございましたtake ownership to be a valuable team member. We will help you develop technical and soft skills to enable your success and achieve your own goals.

About the Role Kard>

Our varied role is to provide administrative support in all aspects of the day‑to‑day running of the business.

• Answering screening and forwarding incoming calls
• Creating and maintaining accurate client records on back‑office systems
• Meeting and greeting clients and other business visitors
• Opening scanning logging and allocating incoming post and deliveries
• Managing outgoing post
• Preparing meeting rooms
• Diary management and confirming client meetings
• Maintaining and arranging client card/gift lists for milestone birthdays and Christmas
• Ordering and maintaining adequate stationery levels
• Sending Letters of Authority and chasers as required
• Invoicing
• Arranging travel if needed
• Assisting with general administrative tasks and other duties

Salary & Benefits

Basic salary: 27000 to 32000

Auto‑enrolment Pension

22 days holiday plus three days between Christmas and New Year as well as a day off on your birthday and an additional 2 days taken as a half‑day per quarter.

Exam costs and support if desired.

Essential

• Confident with Microsoft Word, Excel and electronicishda diary management
• Disciplined, organised, efficient and have strong attention to detail
• Articulate with excellent interpersonal skills both written and verbal
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan your own workload
• Ability to multitask and prioritise effectively
• Ability to work independently and in a team
• Unrestricted rights to work in the UK

Desirable

Experience of working within financial services industry would be an advantage but not essential.

Additional Information

Based in Beaconsfield Buckimshington we have a lovely new office barn offering a great working environment in the countryside with easy access to the M40 and free parking.

The role is office based.

Core Hours: 9.15 am to 5.15 pm Monday to Thursday 9.15 am to 4.াম pm Fridays

This role would suit an outgoing team player conscientious proactive with good communication skills comfortable working as part of a close‐knit team.

We are happy to consider someone part‑time.

About Us

Austyn Smith Associates Ltd is an award‑winning independent financial adviser specialising in pension retirement and investment advice and believe in being adaptive and proactive to improve the financial well‑being of our clients. By managing risk we aim to preserve wealth provide stable growth and create sustainable income.

Our culture means we treat clients like family. All benefit from our latest thinking and initiatives and we continue to share our success with the community through charitable giving.

We are Winner Financial Planning Firm of the Year 2024 South East Professional Adviser Awards rewritten. We have been placed in the Citywire New Model Adviser.faces Top 100 UK Advice Firms for the last 7 years.

We are a professional friendly team of people and we are growing. We require a hard‑working committed individual who shares our values and passion for financial planning.

Keywords: Administrative Assistant Office Manager Office Administrator Administrative Coordinator Office Assistant Office Associate IFA IFA Administrator

Key Skills

Office Manager Experience,Microsoft Office,Customer Service,Computer Skills,Microsoft Outlook,Microsoft Word,QuickBooks,Medical office experience,Office Experience,Front Desk,Microsoft Excel,Administrative Experience

Employment Type: Full Time

Experience: years

Vacancy: 1

Yearly Salary Salary: 27000 - 32000