Office Administrator - Finance Industry

Job Title: Office Administrator
Location: Chancery Lane, Central London
Contract Type: Temp-to-Perm (1-month rolling contract with intent to go permanent)

Are you an organised, detail-oriented professional looking to make a significant impact in a dynamic accounting environment? Our client, a leading financial planning firm, is seeking an enthusiastic Office Administrator to join their team in the heart of London!

Why Join Us?

• Convenient Location: Just an 8-minute walk from City Thameslink train station, making your commute a breeze!
• Collaborative Team Environment: Work closely with a supportive team under the guidance of the Head of Administration.
• Career Development: Engage in ongoing learning opportunities to enhance your skills and grow your career!

Role Purpose
As the Office Administrator, you will play a crucial role in ensuring the smooth operation of the administration team. Your contributions will help us achieve our organisational goals and objectives effectively.

Key Duties and Responsibilities

• Process and monitor new business using CURO event lists.
• Create client review packs as trained by the Administration Manager.
• Maintain and update CURO with all relevant information.
• Enter new business onto CURO and provider platforms as directed by Paraplanners.
• Contact clients to schedule reviews in accordance with the client review process.
• Provide general client administration support.
• Answer phones and cover reception duties.
• Draught and send post-meeting letters as requested by Paraplanners.
• Ensure compliance with health and safety regulations and GDPR standards.

What We're Looking For Knowledge and Experience

• Previous experience in a regulated environment.
• Understanding of relevant regulations and legislation.

Skills and Behaviours

• Highly organised with excellent communication skills.
• Proficient in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel).
• Exceptional attention to detail and the ability to manage time effectively.
• Calm under pressure, able to handle conflicting demands efficiently.
• Open-minded with a creative approach to problem-solving.
• A positive attitude that contributes to a vibrant team atmosphere.

Required Competencies

• Quality Focus: Deliver high-quality work with minimal supervision.
• Team Work: Foster cooperation and commitment within the team.
• Embracing Change: Respond positively to new practises and adapt as needed.
• Developing Self: Commit to personal and professional growth.
• Communicating Effectively: Convey ideas clearly and listen actively.
• Planning and organising: Manage your time and resources to meet goals.
• Client Care: Deliver a first-class experience to clients through our services.

Working Hours

• Office-based, 5 days a week from 9 AM to 5 PM.

If you are ready to take the next step in your career and become a vital part of a thriving organisation, we want to hear from you! Apply now and help us create a remarkable experience for our clients!

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.