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.
What You'll Do:
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.
* General reception duties (where required) to provide a professional and consistent welcome to all visitors and callers
Business Processing
* 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.
Team responsibilities
* 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.
What We’re Looking For:
* 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.
If you haven’t got access to your cv right now, send yourself a link to this page and upload it later
#J-18808-Ljbffr