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For Companies At a Glance
- Tasks: Coordinate office operations and provide essential administrative support to our team.
- Company: Join a boutique wealth management firm with a friendly, close-knit culture.
- Benefits: Competitive salary, generous holiday, pension scheme, and exam support.
- Why this job: Take ownership of your role and develop valuable skills in a supportive environment.
- Qualifications: Strong organisational skills and proficiency in Microsoft Office required.
- Other info: Enjoy a lovely office setting in the countryside with easy access and free parking.
The predicted salary is between 27000 - 32000 £ per year.
Are you looking for a challenging role that allows you to take ownership of your workload? Are you a team player who can multitask and help us coordinate and develop our office support? We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.
Opportunity
We are a growing, independently owned, fee-based firm providing financial planning and investment advice. Joining our close-knit team provides varied responsibilities and the chance to take ownership to be a valuable team member. We will help you develop technical and soft skills to enable your success and achieve your own goals.
About the Role
Our varied role is to provide administrative support in all aspects of the day-to-day running of the business:
- Answering, screening and forwarding incoming calls
- Creating and maintaining accurate client records on back-office systems
- Meeting and greeting clients and other business visitors
- Opening, scanning, logging and allocating incoming post and deliveries
- Managing outgoing post
- Preparing meeting rooms
- Diary management and confirming client meetings
- Maintaining and arranging client card/gift lists for milestone birthdays and Christmas
- Ordering and maintaining adequate stationery levels
- Sending Letters of Authority and chasers as required
- Invoicing
- Arranging travel if needed
- Assisting with general administrative tasks and other duties
Salary & Benefits
Basic salary: £27,000 to £32,000
Auto-enrolment Pension
22 days holiday, plus three days between Christmas and New Year, as well as a day off on your birthday and an additional 2 days taken as a half-day per quarter.
Exam costs and support, if desired.
Essential
- Confident with Microsoft Word, Excel and electronic diary management
- Disciplined, organised, efficient and have strong attention to detail
- Articulate with excellent interpersonal skills, both written and verbal
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan your own workload
- Ability to multi-task and prioritise effectively
- Ability to work independently and in a team
Desirable
Experience of working within financial services industry would be an advantage but not essential.
Additional Information
Based in Beaconsfield, Buckinghamshire, we have a lovely new office barn, offering a great working environment in the countryside with easy access to the M40 and free parking. The role is office based. Core Hours: 9.15 am to 5.15 pm Monday to Thursday, 9.15 am to 4.30 pm Fridays. This role would suit an outgoing team player, conscientious, proactive, with good communication skills, comfortable working as part of a close-knit team. We are happy to consider someone part-time.
About Us
Austyn Smith Associates Ltd is an award-winning independent financial adviser specialising in pension, retirement, and investment advice and believe in being adaptive and proactive to improve the financial well-being of our clients. By managing risk, we aim to preserve wealth, provide stable growth, and create sustainable income. Our culture means we treat clients like family. All benefit from our latest thinking and initiatives, and we continue to share our success with the community through charitable giving. We are Winner Financial Planning Firm of the Year 2024, South East, Professional Adviser Awards. We have been placed in the Citywire New Model Adviser Top 100 UK Advice Firms for the last 7 years. We are a professional, friendly team of people, and we are growing. We require a hard-working, committed individual who shares our values and passion for financial planning.
Please view our website for more information about our company and philosophy.
Office Coordinator / Administrator in Beaconsfield employer: Recruitment Rebellion
Contact Detail:
Recruitment Rebellion Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Office Coordinator / Administrator in Beaconsfield
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for an Office Coordinator role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and be ready to discuss how you can contribute to their close-knit team. Show them you're not just another candidate!
✨Tip Number 3
Practice your multitasking skills! During interviews, be ready to demonstrate how you can juggle various tasks efficiently. Share examples from your past experiences that highlight your organisational prowess.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our fantastic team at Austyn Smith Associates.
We think you need these skills to ace Office Coordinator / Administrator in Beaconsfield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Office Coordinator role. Highlight your organisational skills, attention to detail, and any relevant experience in administrative support.
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to express why you’re excited about joining our team and how your values align with ours. Don’t forget to mention your ability to multitask and work independently.
Show Off Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application showcases your articulate communication style. Use clear and concise language to demonstrate your interpersonal skills.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Recruitment Rebellion
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of an Office Coordinator/Administrator. Familiarise yourself with tasks like diary management, client interaction, and administrative support. This will help you demonstrate your knowledge and show that you're ready to take ownership of the role.
✨Show Off Your Multitasking Skills
During the interview, be prepared to discuss how you manage multiple tasks effectively. Share specific examples from your past experiences where you successfully prioritised and completed various duties simultaneously. This will highlight your ability to thrive in a busy environment.
✨Demonstrate Your Attention to Detail
Attention to detail is crucial for this role. Bring up instances where your meticulous nature has positively impacted your work, such as maintaining accurate records or managing client communications. This will reassure them that you can handle the precision required in their office.
✨Be Personable and Engaging
Since this position involves meeting and greeting clients, it's essential to showcase your interpersonal skills. Practice being friendly and articulate during the interview. A warm personality can go a long way in making a great first impression, especially in a close-knit team.
