PA/Administrator

Do you have strong administrative experience and a passion for delivering excellent client service?

Are you looking to join a professional and supportive team within a well-established Financial Services firm?
  
Our client, a leading business in the Financial Services industry with multiple offices across the UK, is seeking a highly organised and proactive PA/Administrator to join their Banbury office on a full-time basis.
In this role, you will provide consistent and high-quality administrative support to Partners, Managers, and teams, as well as play a key role in reception duties. This is an exciting opportunity for someone who enjoys a varied role with responsibility for client experience, diary management, and operational support across the firm.

Key Responsibilities

• Provide direct administrative support to designated Partner(s) and teams, including diary management, call handling, and correspondence.
• Manage client appointments, proactively liaising with clients and maintaining accurate records on Microsoft Outlook diaries.
• Handle digital dictation and maintain a paperless office environment, ensuring records are regularly updated and archived.
• Utilise systems such as CCH, Fibre CRM, and DocuSign to maintain accurate and secure client data.
• Organise lunches, client meetings, and internal events as required.
• Support Board meetings, including preparation and minute-taking.
• Assist with marketing activities and document management, including scanning and distributing posts.
• Provide training to new starters on internal systems and processes.
• Take a proactive role in reception on a Rota basis, ensuring a seamless front-of-house experience.
• Manage meeting rooms and provide support with technology set-up in conjunction with IT.
• Process incoming/outgoing post, deliveries, and couriers.
• Oversee client meeting areas and staff facilities, including stock ordering and liaising with external suppliers/cleaners.
• Support facilities by unlocking premises, managing parking arrangements, and ensuring office areas remain fit for purpose.

Key Skills & Experience

• Previous administrative experience essential.
• Experience in a Financial Services or practice environment is desirable.
• Computer literate, with strong knowledge of Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Excellent telephone manner with strong interpersonal and communication skills.
• Ability to prioritise tasks and work effectively under pressure.
• Strong organisational skills with attention to detail and accuracy.
• Experience using initiative and working both independently and as part of a team.

Personal Qualities

• Professional, approachable, and highly confidential.
• Strong relationship builder, able to quickly gain rapport and trust.
• Self-motivated, resilient, and proactive with a positive attitude.
• Organised, analytical, and detail-focused.

Additional Information

• Full-time, office-based role.
• Auto-enrolment pension scheme.
• 23 days holiday plus bank holidays.
• Cycle to work scheme.
• Employee assistance programme.

To express interest in this promising role, kindly forward your latest CV, detailing your present or most recent remuneration package and any notice period you might have. For a discreet, detailed discussion about the role, you can reach out to Shanelle Bowyer at (phone number removed). Alternatively, connect with us on LinkedIn via the following link: (url removed)/

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