Office Administrator

Elvet Recruitment are working with a well-established wealth management firm that is looking to add a Office Administrator to their office in the Cumbria.

Established in the 1990s, this firm has grown significantly and provides tailored financial advice and long-term planning solutions to individuals, families, and businesses across the North East. The firm offers support across a wide range of areas, including retirement planning, investment management, inheritance tax strategies, corporate financial planning, and intergenerational wealth transfer. With a focus on building lasting relationships, their advisers take a personalised, one-to-one approach—helping clients shape financial strategies that align with their goals, values, and changing life circumstances.

Services are backed by a broader network of financial expertise, offering access to carefully selected products and solutions.

As the Office Administrator, you'll play a key role in providing a high standard of administrative support to ensure that the Partner’s relationships with their clients can be optimised and assisting with the daily operation of the office.

What You’ll Be Doing:

* Practice Management

* Organise and schedule meetings and appointments on behalf of Partners.

* Distribution of post upon receipt and ensure outgoing post is prepared in time for the daily collections.

* Ordering of stationery and literature.

* General reception duties (where required) to provide a professional and consistent welcome to all visitors and callers

* Business Processing

* Ensure the end-to-end business processes are adhered to and tracked efficiently.

* Input, update and maintain client data using appropriate IT systems.

* Process all online applications using an external IT system.

* Process new business applications as required.

* Maintain accurate records of archiving and filing.

* Reprioritise workload to ensure that all urgent work is actioned in a timely manner.

* Team responsibilities

* Project a professional image in both appearance and attitude and provide quality support on time to agreed standards.

* Maintain a good working relationship with colleagues, clients and third parties.

* Provide cover for other team members upon request as per business need.

* Support company events throughout the year (where appropriate).

* Be involved and contribute to team meetings.

What We’re Looking For:

* Previous experience in an Office Administrative support role

* Good working knowledge of Microsoft packages

* Comfortable with learning/using electronic (client) data systems

* Ability to multi-task and work to deadlines, ensuring quality is never compromised.

* Excellent face-to-face and telephone client interaction skills and ability to quickly build rapport.

* Ability to build strong relationships with others by delivering on promises and by dealing with queries effectively and courteously.

* Ensure confidentiality is maintained at all times.

* A willingness to work as a team member

Role Details:

* Hours:

Monday to Friday

* Salary: £13.11ph

* Type: 34 hours per week / Permanent

Elvet Recruitment Limited is acting as an employment agency for permanent recruitment on behalf of our client.

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Please contact Heather Sweetman at Elvet Recruitment for a confidential discussion and further information