Office Assistant

Role Purpose

Reporting to the Client Support Manager, the ideal candidate will ensure the smooth day-to-day running of the London office while supporting the delivery of financial planning and advice to clients through the efficient and timely management of tasks.

Key Responsibilities

• Opening, sorting, scanning and distributing incoming and outgoing post to the relevant members of the team
• Meeting and greeting guests and ensuring meeting rooms are clean, tidy and well presented
• Screening calls and taking detailed, accurate messages where necessary
• Photocopying, scanning, binding and filing company documents
• Arranging couriers
• Supporting marketing initiatives where needed, including client milestone gifts and cards
• Keeping the office organised, tidy and well presented
• Monitoring stock levels and ensuring sufficient supplies are available for day-to-day administration and upcoming events
• Assisting the IT team with new starter welcome packs and laptop setups
• Carrying out any other reasonable duties as requested by line management or the Directors

Key Attributes

• The ability to communicate well at all levels
• Politeness and confidence in handling incoming phone calls
• Responsive, proactive and solutions-oriented
• Organised
• Methodical and ability to prioritise and manage a range of tasks
• Ability to work well within a team in addition to working on your own and using initiative
• IT literate with basic skills in MS Word, Powerpoint and Excel
• Act with integrity, honesty, due diligence and professionalism always
• Excellent written and verbal communication skills
• A desire to learn and grow as an individual

Benefits

• Discretionary bonus entitlement: up to 20% of salary contingent on individual and company KPIs being achieved (as agreed annually)
• Participation in the company EBT
• Pension: 6% Employer contributions.
• Life Cover: 4x Salary
• Annual leave: 25 days’ pro-rated (plus bank holidays). The office closes between Christmas & New Year and doesn’t impact your allowance.
• Paid 2 days leave for volunteering

Please either apply via LinkedIn or send your CV to [email protected]