Office Administrator

Job Title: Office Administrator
Location: Office-based, Bishop's Stortford
Hours: Monday - Friday (8.30am - 5.00pm)
Salary: £25,000 - £27,500 (depending on experience)

My client is looking for an experienced Office Administrator to join its friendly and supportive Client Services team.

This is a varied, people-focused role supporting both clients and colleagues, ideal for someone organised, approachable and keen to build a career in financial services.

The role

You'll be providing day-to-day administrative support to the Client Services team, helping ensure client records, documentation and office processes run smoothly and compliantly.

Key responsibilities

• Answering the telephone, filtering calls and passing on messages
• Meeting and greeting clients attending office appointments
• Maintaining a well-presented and organised office environment
• Updating client information and fact finds on a back-office system
• Generating and updating client risk profile results
• Carrying out anti-money laundering checks
• Collating compliance documentation such as valuations, schedules and agreements
• Updating client agreements and GDPR information on internal systems

Training and development

Full induction training will be provided, along with ongoing training on internal systems and external provider platforms.

What we're looking for

• Previous office experience is essential
• A professional and friendly telephone manner
• Strong communication skills and the ability to build rapport with clients
• Confident IT skills, including Microsoft Office
• Good numeracy and attention to detail
• Strong written skills, with the ability to produce clear, well-worded emails and letters
• Ability to manage workload, prioritise tasks and meet deadlines
• Comfortable working both independently and as part of a team
• A flexible, proactive attitude with a high level of confidentiality

You'll be a positive, cheerful addition to a supportive team and happy to take part in ongoing training and development.

Benefits

• 25 days' holiday per year (plus Bank Holidays)
• Company pension scheme
• Death in service benefit (after qualifying period)
• Critical illness cover (after qualifying period)