Senior Administrator

My Client in the financial sector is seeking an experienced full-time administrative assistant to join the firm. The role is a permanent role and would suit an individual who can work well independently but enjoys working as part of a team. If you have 3+ years working in an administration based role please apply directly or send your CV to General Role The successful candidate will be assisting two Chartered Tax Advisors, helping to managetheir client workload, with a focus on client service. Review, categorise, prioritise and distribute incoming client correspondence. Assist clients where possible, so that the query is dealt with at point of initial contact Ensure client files are progressing appropriately by liaising with the relevant individuals within the firm, with a focus on client service Answering the phone, directing queries to the relevant person, taking messages Diary management Assisting other staff Responsibilities include, but are not limited to : Managing 2 professionals email inboxes, ensuring correspondence is saved to the relevant area, and responded to within a timely manner Answer telephone, screen and direct calls Take and relay messages, or if possible, deal with query while on the call Schedule meetings and send meeting confirmations Opening new files Managing AML (anti money laundering) on client files Data entry on case management system Manage e-meetings (via Zoom) and greet clients for any onsite meetings Support professionals during any onsite meetings (refreshments, scanning etc) Ad hoc tasks where required Key Competencies Minimum 3 years experience in a professional office environment Excellent communication skills, both written and verbal High level of attention to detail in reviewing documents and correspondence Initiative and reliability Capable of managing multiple tasks and meeting deadlines Typing speed of 40-50 wpm minimum Strong IT and system skills, experience with Excel, Word and Outlook desirable Strong work ethic and professional demeanour Ability to work collaboratively as part of a team, while also being proactive and self motivated Experience with the Practice Evolve package (or similar) is preferable but not essential #CplOS25 #LI-LM8 Skills : Word Powerpoint Excel