Job Title: Office Administrator
Location: Office-based, Bishop's Stortford
Hours: Monday - Friday (8.30am - 5.00pm)
Salary: £25,000 - £27,500 (depending on experience)
My client is looking for an experienced Office Administrator to join its friendly and supportive Client Services team.
This is a varied, people-focused role supporting both clients and colleagues, ideal for someone organised, approachable and keen to build a career in financial services.
The role
You'll be providing day-to-day administrative support to the Client Services team, helping ensure client records, documentation and office processes run smoothly and compliantly.
Key responsibilities
Answering the telephone, filtering calls and passing on messages
Meeting and greeting clients attending office appointments
Maintaining a well-presented and organised office environment
Updating client information and fact finds on a back-office system
Generating and updating client risk profile results
Carrying out anti-money laundering checks
Collating compliance documentation such as valuations, schedules and agreements
Updating client agreements and GDPR information on internal systems
Training and development
Full induction training will be provided, along with ongoing training on internal systems and external provider platforms.
What we're looking for
Previous office experience is essential
A professional and friendly telephone manner
Strong communication skills and the ability to build rapport with clients
Confident IT skills, including Microsoft Office
Good numeracy and attention to detail
Strong written skills, with the ability to produce clear, well-worded emails and letters
Ability to manage workload, prioritise tasks and meet deadlines
Comfortable working both independently and as part of a team
A flexible, proactive attitude with a high level of confidentiality You'll be a positive, cheerful addition to a supportive team and happy to take part in ongoing training and development.
Benefits
25 days' holiday per year (plus Bank Holidays)
Company pension scheme
Death in service benefit (after qualifying period)
Critical illness cover (after qualifying period)