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Salary of up to £30,000 (full time equivalent/pro rata for part time) 21-28 hours per week

Job Description:

We are a leading UK wealth management company seeking a highly organised and efficient Part-Time Office Administrator to join our team. This position requires exceptional multitasking abilities and attention to detail. The successful candidate will play a vital role in ensuring smooth operations within our office environment, supporting the team with administrative tasks and contributing to the overall efficiency of the organisation. We offer a supportive and collaborative work environment, where your contributions will be valued and recognised.

Key Responsibilities:

• Schedule and coordinate meetings, appointments, and travel arrangements for team members.
• Prepare and proofread reports, correspondence, and other documents to ensure accuracy and professionalism.
• Maintain and update records, databases, and filing systems in an organised manner.
• Provide excellent phone manners while handling incoming calls and responding to inquiries or redirecting them as necessary.
• Assist with general office tasks, such as ordering supplies, managing mail, and ensuring the office is well-maintained and organised.
• Utilise Salesforce or similar CRM systems to input and manage client information and generate reports.
• Display a flexible attitude towards working additional hours during busy periods, especially at the end of the calendar year and tax year, to cover holidays and increased workloads.
• The role (will focus but not limited to) the following areas within the business, Letters of Authority, Ceding Requirements, Review Meeting Process.

Person Specification:

• Strong organisational skills with the ability to prioritise tasks and manage multiple deadlines effectively.
• Excellent communication skills, both verbal and written, with a professional phone manner.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) for report preparation and data management.
• Previous experience in scheduling meetings, managing calendars, or providing administrative support is desirable.
• Familiarity with Salesforce or other CRM systems would be advantageous.
• A proactive and self-motivated approach to work, with the ability to work independently as well as part of a team.
• Demonstrated discretion and confidentiality in handling sensitive information.

Additional Information:

• Part-time role, consisting of 21-28 hours per week.
• Pro-rata full time equivalent salary up to £30,000 (experience depending).
• Hours can be worked over a minimum of 3 days and a maximum of 5 days, Monday – Friday (dependent on the suitable candidate’s availability)

We appreciate the time you took to apply for this vacancy, however due to the high level of applications that we receive, we can only respond to successful candidates. In the meantime, please check out our website to read more about our company and privacy policy.

Optima Recruitment specialists in Permanent & Temporary Recruitment, including; Administration, Secretarial & PA, Accounts & Finance, Graduate Opportunities, Human Resources, Recruitment Consultancy, Sales & Marketing, Customer Service and Legal.