Job Description
Do you have strong administrative experience and a passion for delivering excellent client service?\n \n Are you looking to join a professional and supportive team within a well-established Financial Services firm?\n \n Our client, a leading business in the Financial Services industry with multiple offices across the UK, is seeking a highly organised and proactive PA/Administrator to join their Banbury office on a full-time basis.\n In this role, you will provide consistent and high-quality administrative support to Partners, Managers, and teams, as well as play a key role in reception duties. This is an exciting opportunity for someone who enjoys a varied role with responsibility for client experience, diary management, and operational support across the firm.\n\n Key Responsibilities\n \nProvide direct administrative support to designated Partner(s) and teams, including diary management, call handling, and correspondence. \nManage client appointments, proactively liaising with clients and maintaining accurate records on Microsoft Outlook diaries.
\nHandle digital dictation and maintain a paperless office environment, ensuring records are regularly updated and archived. \nUtilise systems such as CCH, Fibre CRM, and DocuSign to maintain accurate and secure client data. \nOrganise lunches, client meetings, and internal events as required.
\nSupport Board meetings, including preparation and min...