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Wealth management administrator

West Malling
Recruitment Solutions
Wealth management administrator
Posted: 13h ago
Offer description

Job Description

HOT NEW ROLE!

Office Manager / Practice Administrator & PA – Exciting Growth Opportunity

Are you looking to join a fantastic company with a rapidly growing business and an outstanding culture? This is a unique opportunity to take on a varied and rewarding role combining office management, practice administration, and PA support to directors.

About the Role

Reporting directly to the Client Service Director / Practice Manager, you will play a key part in ensuring the smooth running of the office and supporting wider practice operations. This is a hands-on position where no two days are the same, offering exposure to both administrative and operational aspects of a thriving business.

What You Will Be Doing

Office Administration & Management:

* Handling incoming and outgoing post, scanning and filing as required
* Managing office supplies and consumables
* Overseeing document storage and archiving
* Coordinating team diaries, meetings, and social events
* Booking and managing meeting rooms
* Supporting content for blogs, newsletters, and social media
* Coordinating regular AML training for the team

Supplier & External Relationship Management:

* Managing key relationships with software, technology, insurance, and training providers
* Liaising with professional bodies and regulatory organisations
* Coordinating with external partners to support practice operations

Practice Management Support:

* Producing and analysing time, workflow, and fee performance reports
* Supporting client onboarding including engagement letters, KYC, and AML checks
* Monthly reporting on AML, reviews, and risk assessments
* Assisting with website updates and content distribution

PA Support to Directors:

* Email and diary management
* Managing expenses and credit card reconciliations

Ad Hoc Support:

* Payroll and bookkeeping assistance
* Credit control support
* Client liaison and information gathering
* Maintaining team holiday records

The Ideal Candidate

* Highly organised, proactive, and adaptable
* Strong administrative and office management skills
* Excellent interpersonal skills and a professional, approachable manner
* Confident using software systems for reporting and financial administration
* Enjoys working in a fast-paced, collaborative environment

Sounds like the perfect role? Great! Don't miss out! Give Marcel Woodcock a call as soon as possible.

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