Office à United States

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.

• 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

• 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.

• 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.

• 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.

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