- Providing administrative support to the wider team.
- Handling client correspondence, including emails and phone calls.
- Preparing and processing client documents and financial paperwork.
- Managing data entry and maintaining accurate client records on the CRM system.
- Assisting with scheduling appointments and managing diaries
- Assisting with general office tasks, including filing, scanning, and photocopying.
- Supporting with basic client queries and ensuring a high level of customer service.
- Assisting in the preparation of reports and presentations.
- Collaborating with team members to ensure smooth operations and client satisfaction.
- Previous administrative experience
- Strong organisational skills with the ability to manage multiple tasks and deadlines.
- Excellent communication skills, both written and verbal.
- High attention to detail and accuracy.
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Ability to work effectively as part of a team and independently.
- Professional and proactive attitude.