Key Responsibilities

Client & Office Administration

• Answering phone calls and greeting clients in a professional and friendly manner
• Scheduling and organising appointments, meetings, and booking interview rooms
• Ensuring the interview rooms are clean, tidy, and set up for meetings
• Managing client experience by providing a welcoming and professional environment

Document & Database Management

• Assisting with the finalisation of documents before they are sent to clients
• Organising document signing and ensuring all paperwork is completed correctly
• Proofreading documents for accuracy, grammar, and formatting before submission
• Maintaining and updating client databases with accurate information
• Managing online filing systems and ensuring all records are well organised
• Dealing with requests for information from banks and other organisations

Office Operations

• General office management, ensuring supplies are stocked and the office runs efficiently
• Processing invoicing
• Bulk mail merges to clients
• Assisting with general administrative support as needed

Key Skills & Attributes

• High level of accuracy and attention to detail – essential when dealing with client document management
• Excellent organisational and time management skills – ability to manage multiple tasks efficiently
• Strong communication skills – professional and confident in client interactions
• Proactive and able to work independently – takes initiative and ensures tasks are completed on time
• Tech-savvy – ability to use online software systems and apps.