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