We are looking to appoint a Client Services Administrator for our Leatherhead based client.
They offer training and continued learning support. Salary up to 34k. Holidays 25 days annual leave + bank holidays, additional day after 3 years service etc. Pension 5% employee 5% employer. Benefits: Critical Illness, Income Protection, Death-in-Service cover after probationary period.
The Role
* General office administrative duties
* Supporting Client Services team members
* Opening, scanning, and distributing post
* Preparing meeting rooms for client appointments
* Updating and maintaining client and product records using a bespoke database
* Preparing meeting packs and documentation
* Administering new and existing client pensions, investments, and risk products
* Following workflows and internal processes
* Liaising with product providers and strategic partners
* Gathering documentation and data for client meetings
* Supporting ad hoc project work
Key Skills & Experience
* Strong administrative background, ideally in financial services
* Confident communicator (verbal and written), comfortable dealing with all levels of stakeholders
* Exceptional attention to detail and a "right first time" mindset
* Able to prioritise, meet deadlines, and manage your workload effectively
* Positive, professional, and proactive with a can-do attitude
* A collaborative team player who can also work independently
* Resilient, adaptable, and capable of solving problems effectively
* Proficient in Microsoft Office applications (Word, Excel, Outlook, etc.)
Requirements
* Minimum 4 years' experience in a similar administrative role
* Proven experience in a financial services environment
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