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Permanent

Office Administrator

Hertfordshire
money-bag 27000.00-27000.00 Annual
3063425414
Posted 2 days ago

Job Title: Office Administrator Location: Office-based, Bishop''s Stortford Hours: Monday - Friday (8.30am - 5.00pm) Salary: £25,000 - £27,500 (depending on experience) My client is looking for an experienced Office Administrator to join its friendly and supportive Client Services team. This is a varied, people-focused role supporting both clients and colleagues, ideal for someone organised, approachable and keen to build a career in financial services. The role You''ll be providing day-to-day administrative support to the Client Services team, helping ensure client records, documentation and office processes run smoothly and compliantly. Key responsibilities Answering the telephone, filtering calls and passing on messages Meeting and greeting clients attending office appointments Maintaining a well-presented and organised office environment Updating client information and fact finds on a back-office system Generating and updating client risk profile results Carrying out anti-money laundering checks Collating compliance documentation such as valuations, schedules and agreements Updating client agreements and GDPR information on internal systems Training and development Full induction training will be provided, along with ongoing training on internal systems and external provider platforms. What we''re looking for Previous office experience is essential A professional and friendly telephone manner Strong communication skills and the ability to build rapport with cl

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