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Office administrator

Carlisle
Permanent
Elvet Recruitment
Office administrator
Posted: 5 August
Offer description

Elvet Recruitment are working with a well-established wealth management firm that is looking to add a Office Administrator to their office in the Cumbria. Established in the 1990s, this firm has grown significantly and provides tailored financial advice and long-term planning solutions to individuals, families, and businesses across the North East. The firm offers support across a wide range of areas, including retirement planning, investment management, inheritance tax strategies, corporate financial planning, and intergenerational wealth transfer. With a focus on building lasting relationships, their advisers take a personalised, one-to-one approach—helping clients shape financial strategies that align with their goals, values, and changing life circumstances. Services are backed by a broader network of financial expertise, offering access to carefully selected products and solutions. As the Office Administrator, you'll play a key role in providing a high standard of administrative support to ensure that the Partner’s relationships with their clients can be optimised and assisting with the daily operation of the office. What You’ll Be Doing: * 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. ...

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