Key Responsibilities

Operations & Administration

• Manage a wide range of day-to-day administrative tasks and office operations
• Book meeting rooms and coordinate adviser appointments
• Maintain and update client and business records within the CRM system
• Complete client AML checks and assist with information gathering
• Manage incoming and outgoing post
• Answer telephone enquiries professionally and efficiently
• Liaise with IT providers and resolve office equipment issues
• Support Directors with business projects and ad hoc tasks
• Coordinate office management activities