Administrator & Client Support Executive
Full-Time | Office Based | Monday–Friday, 9am–5pm
We are looking for an organised and proactive Administrator & Client Support Executive to join our growing team. This role combines administration, client support, report writing, and outbound calling to existing clients and new leads, within a Financial Advisory / Investment Managemernt firm.
The successful candidate will be confident communicating with clients, managing multiple tasks, and supporting the wider team to deliver excellent service.
Key Responsibilities
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Preparing reports and completing administrative tasks
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Maintaining accurate client records and CRM systems
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Handling calls, emails, post, and general office administration
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Making outbound calls to warm and cold leads
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Building and maintaining strong client relationships
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Supporting the sales and advisory teams with day-to-day administration
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Ensuring compliance with company policies and data protection procedures
Requirements
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Previous office administration experience essential
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Strong organisational and communication skills
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Confident telephone manner
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Good attention to detail and data entry skills
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Proficient in Microsoft Office (Word & Excel)
Benefits
