Office Administrator and PA

We here at Siamo Recruitment are proud to working with one of South West’s leading financial service providers. Due to continued success and an exciting re-structure our client are looking to hire an Office Administrator.

This is the perfect opportunity for an individual with financial services exposure looking to broaden their knowledge and see their work make a true difference.

As the Office Administrator you will be working with directly with the senior management team and FA’s to deliver leading products across the UK.

Within this role it will offer you the chance to be the bond between all departments and work with high net-worth individuals where customer experience should be at the heart of what you do.

What does our clients benefits scheme include?

Up to a 20% annual bonus scheme (performance based) Professional investment plans for relevant courses, exams and industry training materials 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell) Annual salary reviews Private medical insurance and life cover available Recruitment referrals bonus Hybrid working offering 2 days from home post probation Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday Free on-site parking This Office Administrator role will hold the below responsibilities:

Being first point of contact for the companies enquiries Managing a customer base updating on stages and resolving queries Booking of client meetings, webinars, travel and team events Attending meetings with advisors supporting and providing guidance where required Managing all post sign up administration Updating of customer records via CRM Management of enquiry emails and responses The ideal candidate for this Office Administrator role will hold the below experience, skills and qualifications:

Previous administrative experience is essential Previous experience dealing with customer via the phone, email and face to face Previous experience within financial services is advantageous (banking, investment, insurance or wealth management) Microsoft Office proficient with exposure using CRM’s and Zoom Excellent communication skills with the ability to converse with all levels Attentive with an eye for detail Full UK Driving License and Own Vehicle

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