At a Glance
- Tasks: Support the Client Acquisition team with client onboarding and administrative tasks.
- Company: Leading financial services firm with a focus on client success.
- Benefits: Gain valuable experience, develop skills, and work in a dynamic environment.
- Other info: Collaborative team culture with opportunities for growth and learning.
- Why this job: Kickstart your career in financial services while making a real impact.
- Qualifications: Strong organisation skills and a proactive attitude; experience in admin or client support is a plus.
The predicted salary is between 28800 - 43200 £ per year.
We’re looking for an enthusiastic, organised, and proactive Administrative Assistant to join a growing Client Acquisition team within a leading financial services firm. This role offers an excellent opportunity for someone early in their career who’s eager to build experience in financial services, client operations, or business development support. You’ll work alongside experienced advisers and support staff, gaining valuable exposure to the client onboarding process and the wider workings of a successful, client-focused business.
Key Responsibilities
- Client Onboarding: Preparing welcome packs, gathering client information, and ensuring all required documentation is collected and accurately stored.
- CRM & Data Management: Entering and maintaining data in internal systems, tracking new enquiries, and supporting lead management and reporting.
- Scheduling Meetings: Coordinating calls and meetings between advisers and prospective clients, managing diaries, and sending confirmations.
- Client Communication: Drafting and sending professional, timely correspondence and introductory materials.
- Lead Tracking & Reporting: Monitoring lead activity, referral sources, and client engagement to help the team stay informed and organised.
- Compliance & Record-Keeping: Supporting completion of onboarding checklists and ensuring all documentation meets internal and regulatory standards.
- General Administration: Assisting with scanning, filing, updating spreadsheets, and maintaining team inboxes to keep workflows running smoothly.
Skills and Attributes
- Excellent organisation and attention to detail
- Strong written and verbal communication skills
- Confident using Microsoft Office and comfortable learning new systems (experience with CRM software is a plus)
- A proactive, “can-do” attitude with the ability to prioritise tasks effectively
- Enjoys working collaboratively in a fast-moving environment
- Professional, approachable, and client-focused
- Eager to learn and develop within a financial or professional services environment
Experience & Background
- Previous experience in an administrative, client support, or customer service role
- Ideally some exposure to financial services, professional services, or business development environments (though not essential)
- Strong interest in developing a career in financial services, operations, or client management
Administrative Assistant in St Albans employer: fs talent
Join a dynamic and supportive team at a leading financial services firm, where your role as an Administrative Assistant will be pivotal in shaping exceptional client experiences. With a strong emphasis on professional development, you'll have the opportunity to learn from seasoned advisers while contributing to a collaborative work culture that values initiative and attention to detail. Located in a vibrant area, this position not only offers a pathway for career growth but also the chance to be part of a client-focused business that prioritises excellence and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Administrative Assistant in St Albans
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in client operations or business development. A friendly chat can lead to opportunities you might not find on job boards.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their client-focused approach.
✨Tip Number 3
Practice your communication skills! As an Administrative Assistant, you'll need to draft professional correspondence. Try role-playing with a friend to get comfortable with the types of interactions you’ll have with clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Administrative Assistant in St Albans
Some tips for your application 🫡
Show Your Enthusiasm:Let your passion for the role shine through in your application. We want to see that you're excited about joining our Client Acquisition team and eager to learn more about financial services.
Tailor Your CV:Make sure your CV highlights relevant experience, especially any administrative or client support roles. We love seeing how your skills align with what we’re looking for, so don’t hold back!
Craft a Strong Cover Letter:Use your cover letter to tell us why you’re the perfect fit for this role. Share specific examples of your organisational skills and proactive attitude, and how they can benefit our team.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
How to prepare for a job interview at fs talent
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of an Administrative Assistant in a financial services firm. Familiarise yourself with client onboarding processes, CRM systems, and general administration tasks. This will help you speak confidently about how your skills align with the job.
✨Showcase Your Organisation Skills
Since organisation is key for this role, prepare examples that demonstrate your ability to manage multiple tasks effectively. Think of times when you successfully coordinated meetings or maintained data accuracy. Be ready to discuss how you prioritise tasks in a fast-paced environment.
✨Communicate Like a Pro
As you'll be drafting correspondence and communicating with clients, practice your verbal and written communication skills. During the interview, aim to articulate your thoughts clearly and professionally. You might even want to prepare a brief introduction about yourself that reflects your client-focused attitude.
✨Demonstrate Your Eagerness to Learn
This role is perfect for someone early in their career, so show your enthusiasm for learning and developing within the financial services sector. Share any relevant experiences or courses you've taken that highlight your proactive approach to personal and professional growth.
