Job Title: Administration Assistant
Location: Knutsford
Salary: £23,000 - £26,000
We are a well-established Wealth Management company providing financial services to private and corporate clients. We are currently seeking an Administrative Assistant to join our client liaison team. The ideal candidate will have a team attitude and enjoy working both independently and collaboratively to deliver an excellent client experience
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Responsibilities:
- Act as the first point of contact for the practice, dealing with correspondence and calls
- Organise meetings and appointments, managing diaries for advisors
- Prepare weekly meeting packs for clients
- Update and input client information onto internal CRM systems
- Maintain stock levels and order stationery
- Liaise with Head Office and admin centres as required to complete client requests
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Required Skills & Qualifications:
- A positive ‘can do' attitude
- Ability to work as part of a team, as well as independently in a busy, fast-paced office environment
- Confident communication skills with team members, advisors, and clients both face to face and on the telephone
- Proficiency in using all Microsoft programmes and the ability to work on several IT platforms simultaneously, including internal CRMs, Teams, Zoom, and other digital applications
- Excellent organisational skills, with the ability to manage and prioritise workloads
- A flexible approach to day-to-day activities, adapting to the needs of the business
- A high level of attention to detail
- Proven work experience as an Office Administrator, Office Assistant, or similar role
- Proficiency in data entry, administrative procedures, and office management systems
- Excellent phone etiquette and communication skills
- Strong organisational skills with the ability to multi-task
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Benefits:
- Competitive company pension
- Flexitime working options
- Health & wellbeing programme
Apply today and we'll be in touch!