Office Administrator

Our client is seeking an organised and detail-focused  Office Administrator to join their busy Operational Department. This role is key to supporting the smooth operation of day-to-day activities while providing a high level of administrative assistance to both staff and management. The successful candidate will play an important part in ensuring the delivery of efficient, client-centred processes and contributing to ongoing improvements across the organisation.

Key Responsibilities

• Support client onboarding and assist with periodic client reviews to ensure high-quality service delivery.

• Maintain and update the CRM system, ensuring data accuracy and effective usage.

• Handle client-related administrative tasks, including wire transfers, stock transfers, account maintenance, and responding to daily requests.

• Coordinate logistics such as meeting room bookings, client events, couriers, and shared calendars.

• Contribute to quarterly reporting, support ad-hoc projects, and suggest process improvements.

Skills & Experience Required

• 3+ years of experience in an administrative position.

• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).

• Strong accuracy, attention to detail, and organisational skills.

• Ability to prioritise tasks effectively, working both independently and as part of a small team.

• Professional, discreet, and client-focused, with a commitment to high standards of confidentiality.

Desirable

• Experience within the Wealth Management industry, or a comparable sector.

• Working knowledge of QuickBooks.