ADMINISTRATION AND CLIENT SERVICE SUPPORT ROLE

About the role

As an Administration and Client Service Assistant, you will provide day-to-day administrative support to our business and advisory teams. You will assist with client communication, document preparation, workflow support, reception assistance in the afternoon and general office tasks that help keep the team operating smoothly. You will need to be flexible in your approach to each day and have the confidence to pitch in wherever support is needed.

Key responsibilities

• Assist with client enquiries, correspondence and follow-up in a friendly and professional manner

• Provide afternoon reception support, including greeting clients, answering calls and helping with general front of office tasks

• Assist with booking meetings, managing calendars and ensuring client appointments are supported by accurate information

• Prepare forms, correspondence and other documents accurately and efficiently, including the use of cloud-based software and Microsoft Office

• Provide practical support to the administration, accounting and advisory teams, including organising information, handling correspondence and assisting with general office tasks

• Help monitor tasks, follow up information and support the team to meet internal and client deadlines

• Accurately enter client and administrative data into relevant systems

• Assist with collecting information and preparing paperwork for clients under guidance from senior team members

• Work closely with other administration team members and be willing to help wherever needed to support the team and our clients

• Take part in training and actively build your knowledge of our systems, processes and client service standards

About you

• A happy, positive and professional outlook

• A genuine willingness to learn and develop in a supportive team environment

• Strong administration skills, or the ability and attitude to quickly build them

• Good IT skills, particularly with Microsoft Office applications including Word, Outlook and Excel

• Excellent attention to detail and accurate data entry skills

• Good communication skills, both verbal and written

• Confidence to work with clients, support reception and assist other team members

• A team first attitude and willingness to roll your sleeves up to help wherever needed

• Good time management skills and the ability to prioritise competing tasks

• A proactive, can do approach and pride in providing quality service

About us

We take pride in what we do and make no excuses about putting people first. Working from our light and airy Warners Bay office, we try to make work fun, supportive and conducive to producing high quality output as deserved and expected by our clients. We strive to support each other every day and are committed to being the most valued adviser in the life of our client.