Office Administrator - Offices near Hitchin (Office-based) - £23,000 - £26,000 per year

An established independent financial advisory firm with over 30 years of success is seeking an organised and proactive Office Administrator to join its friendly, professional team. The firm continues to grow and is looking for someone who enjoys a varied administrative role within a supportive office environment.

This position offers an excellent opportunity for someone who takes pride in their work, values attention to detail, and enjoys keeping operations running smoothly.

Key Responsibilities:

• Opening, sorting, and distributing post
• Greeting clients and offering refreshments
• Managing petty cash and ordering stationery
• Assisting with company events (ordering food and drinks)
• Managing the office diary and meeting room bookings
• Answering incoming calls, taking messages, and checking voicemails
• Scanning, filing, and maintaining electronic records
• Adding new clients and plans to the back-office system (Xplan)
• Conducting monthly checks and maintaining data accuracy
• Liaising with providers to carry out research
• Arranging, tracking, and chasing meeting requests
• Sending client letters, valuations, and performance reports
• Drafting and sending professional email correspondence

You'll use Microsoft Office programs (Outlook, Excel, Teams) and the Xplan CRM system, so confidence with IT and excellent organisational skills are essential.

About You:

• Strong organisational and communication skills
• Professional, friendly, and approachable manner
• Confident multitasker who enjoys supporting others
• Previous administrative experience (1 year preferred)
• Proficient in Microsoft Office applications

Benefits:

• Yearly performance bonus
• Company pension
• Cycle-to-work scheme
• Health & wellbeing programme
• Life insurance
• Private medical insurance
• Sick pay

Please contact Sam at Financial Divisions