At a Glance
- Tasks: Support daily office operations and assist Partners with administrative tasks.
- Company: Join a leading wealth management firm dedicated to personalised financial advice since the 1990s.
- Benefits: Enjoy a permanent role with flexible hours and a competitive salary of £13.11 per hour.
- Other info: Work Monday to Friday, with opportunities to support company events.
- Why this job: Be part of a supportive team that values relationships and offers growth opportunities.
- Qualifications: Previous office admin experience and proficiency in Microsoft packages required.
Elvet Recruitment are working with a well-established wealth management firm that is looking to add an Office Administrator to their office in Cumbria.
Established in the 1990s, this firm has grown significantly and provides tailored financial advice and long-term planning solutions to individuals, families, and businesses across the North East. The firm offers support across a wide range of areas, including retirement planning, investment management, inheritance tax strategies, corporate financial planning, and intergenerational wealth transfer. With a focus on building lasting relationships, their advisers take a personalised, one-to-one approach—helping clients shape financial strategies that align with their goals, values, and changing life circumstances. Services are backed by a broader network of financial expertise, offering access to carefully selected products and solutions.
What You\'ll Be Doing
- Practice Management
- Organise and schedule meetings and appointments on behalf of Partners.
- Distribution of post upon receipt and ensure outgoing post is prepared in time for the daily collections.
- Ordering of stationery and literature.
- General reception duties (where required) to provide a professional and consistent welcome to all visitors and callers.
- Business Processing
- Ensure the end-to-end business processes are adhered to and tracked efficiently.
- Input, update and maintain client data using appropriate IT systems.
- Process all online applications using an external IT system.
- Process new business applications as required.
- Maintain accurate records of archiving and filing.
- Reprioritise workload to ensure that all urgent work is actioned in a timely manner.
- Team responsibilities
- Project a professional image in both appearance and attitude and provide quality support on time to agreed standards.
- Maintain a good working relationship with colleagues, clients and third parties.
- Provide cover for other team members upon request as per business need.
- Support company events throughout the year (where appropriate).
- Be involved and contribute to team meetings.
What We\'re Looking For
- Previous experience in an Office Administrative support role
- Good working knowledge of Microsoft packages
- Comfortable with learning/using electronic (client) data systems
- Ability to multi-task and work to deadlines, ensuring quality is never compromised.
- Excellent face-to-face and telephone client interaction skills and ability to quickly build rapport.
- Ability to build strong relationships with others by delivering on promises and by dealing with queries effectively and courteously.
- Ensure confidentiality is maintained at all times.
- A willingness to work as a team member
Role Details
- Hours: Monday to Friday
- Salary: £13.11ph
- Type: 34 hours per week / Permanent
Please contact Heather Sweetman at Elvet Recruitment for a confidential discussion and further information.
Office Administrator in Carlisle employer: Elvet Recruitment
Join a well-established wealth management firm in Cumbria, where you will be part of a supportive and collaborative work culture that values personal relationships and professional growth. As an Office Administrator, you'll enjoy a dynamic role with opportunities for skill development, all while contributing to a team dedicated to providing tailored financial solutions. The firm prioritises employee well-being and offers a stable environment, making it an excellent choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Office Administrator in Carlisle
✨Tip Number 1
Familiarise yourself with the wealth management industry. Understanding the basics of financial advice and planning will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Highlight your organisational skills. As an Office Administrator, you'll need to manage multiple tasks efficiently. Be prepared to discuss specific examples of how you've successfully organised schedules or managed office operations in previous roles.
✨Tip Number 3
Showcase your communication skills. Since the role involves client interaction, practice articulating your thoughts clearly and confidently. Consider role-playing common scenarios you might encounter in the position to build your confidence.
✨Tip Number 4
Network with professionals in the industry. Attend local events or join online forums related to wealth management. Building connections can provide insights into the company culture and may even lead to referrals for the job.
We think you need these skills to ace Office Administrator in Carlisle
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in office administration. Emphasise your skills in managing schedules, client interactions, and using Microsoft packages, as these are crucial for the role.
Craft a Strong Cover Letter:Write a cover letter that showcases your understanding of the wealth management sector and how your previous experience aligns with the responsibilities of the Office Administrator position. Mention your ability to build relationships and maintain confidentiality.
Highlight Relevant Skills:In your application, specifically mention your proficiency with electronic data systems and your ability to multi-task. These skills are essential for ensuring efficient business processes and supporting the team effectively.
Proofread Your Application:Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is vital for an administrative role.
How to prepare for a job interview at Elvet Recruitment
✨Showcase Your Organisational Skills
As an Office Administrator, your ability to organise and manage tasks is crucial. Be prepared to discuss specific examples of how you've successfully organised meetings, managed schedules, or handled multiple tasks simultaneously in previous roles.
✨Demonstrate Your IT Proficiency
Familiarity with Microsoft packages and electronic data systems is essential for this role. During the interview, highlight your experience with these tools and be ready to explain how you’ve used them to improve efficiency in your past positions.
✨Emphasise Your Communication Skills
Excellent face-to-face and telephone interaction skills are key for building rapport with clients. Prepare to share examples of how you've effectively communicated with clients or colleagues, especially in challenging situations.
✨Exhibit Team Spirit
The role requires a willingness to work as part of a team. Be ready to discuss how you've collaborated with others in previous jobs, supported team members, and contributed to a positive working environment.
