Client Service & Office Administrator
- Swindon
- Temporary
- Full-time
- Deliver proactive and high-quality technical and administrative support to Advisers.
- Maintain a high level of customer service through efficient client communication and problem-solving.
- Oversee the smooth day-to-day running of the office, including contractor and supplier liaison.
- Provide secretarial support to senior leadership and team members.
- Maintain internal systems, ensuring data accuracy and timely updates.
- Liaise with clients to provide help, resolve queries, and manage technical information.
- Process business submissions and ensure documentation is complete and compliant.
- Conduct various financial calculations and reports
- Handle client forms, and other required paperwork.
- Book client meetings, send confirmations and review forms whilst managing diaries and completing meeting preparation
- Strong organisational and time management skills with the ability to prioritise effectively.
- High attention to detail and a proactive approach to problem-solving.
- Excellent written and verbal communication skills.
- Comfortable using Microsoft Outlook, Excel, Word, and other data systems.