Client Support Executive

Location: Bulford

Fantastic opportunity to join a professional team, my client is looking for a Client Support Executive to join their team near Amesbury on a hybrid basis.

Purpose of job:
To provide client administration support and administrative support to one of the partners.

Key tasks and responsibilities:

Client administration duties

Shared with two other client administrators:
Daily checking of client bank accounts and investigating any discrepancies
Raising client orders
Liaising with custodians and 3rd party banks
General administration support including answering calls, filing, photocopying
Maintaining office equipment and liaising with suppliers regarding maintenance

Personal Assistant duties

Provide secretarial and administrative support to one of the partners, e.g.
Liaise with suppliers regarding contracts, invoices, and deliveries
Deal with correspondence and phone calls
Organise travel and accommodation
Maintain filing
Depending on qualifications, support the partner in the delivery of the firm’s compliance monitoring programme and/or accounting tasks

About you:

Work Experience

Have demonstrable experience in an administrative job in a busy office setting.
Financial services background.

Skills and Knowledge

Excellent oral and written communication skills.
Proficient with MS Office (outlook, word, excel)
Ability to organise and prioritise work demands and meet deadlines

Personal Disposition

Self-motivated, result-oriented
Organised, meticulous eye for detail
This role offering full time hybrid hours Monday to Friday, salary circa £28,000 - £30,000 per annum depending on experience 25 days holiday plus bank holidays, pension etc.

For more information, please call Gemma Lawrence on (phone number removed) to apply or email (url removed)