Elvet Recruitment are working with a well-established wealth management firm that is looking to add a Office Administrator to their office in the Cumbria.
Established in the 1990s, this firm has grown significantly and provides tailored financial advice and long-term planning solutions to individuals, families, and businesses across the North East. The firm offers support across a wide range of areas, including retirement planning, investment management, inheritance tax strategies, corporate financial planning, and intergenerational wealth transfer. With a focus on building lasting relationships, their advisers take a personalised, one-to-one approach—helping clients shape financial strategies that align with their goals, values, and changing life circumstances. Services are backed by a broader network of financial expertise, offering access to carefully selected products and solutions.
As the Office Administrator, you'll play a key role in providing a high standard of administrative support to ensure that the Partner’s relationships with their clients can be optimised and assisting with the daily operation of the office.
What You’ll Be Doing:
* 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.
* Support company events throughout the year (where appropriate).
* Be involved and contribute to team meetings.
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.
* A willingness to work as a team member
Role Details:
* Hours: Monday to Friday
* Salary: £13.11ph
* Type: 34 hours per week / Permanent
Elvet Recruitment Limited is acting as an employment agency for permanent recruitment on behalf of our client.
By applying for this role, you accept the T&Cs, Privacy Notice, and Disclaimers which can be found on our website.
Please contact Heather Sweetman at Elvet Recruitment for a confidential discussion and further information