We at Siamo Recruitment are thrilled to announce a fantastic opportunity to join our client’s thriving and supportive team as an Office Assistant. In this pivotal role, you’ll be essential in ensuring efficient communication and coordination between Advisors and the broader team, contributing directly to the success of the business.
Our client is a prominent and well-established company within the finance sector, based in Swindon. They are well-known for their strong commitment to employee welfare and career progression, earning them an excellent reputation both within the industry and the local community. As part of this dynamic and diverse organisation, you’ll play a key role in its continued success.
We’re searching for a driven and detail-oriented professional who is passionate about delivering exceptional service in a high-calibre environment. If you’re organised, proactive, and looking to advance your career, this role offers an ideal platform. Your efforts and commitment will be highly valued and rewarded in this position.
What’s in it for you as an Office Assistant:
25 days of annual leave, plus bank holidays, with the allowance increasing yearly up to 30 days.
Competitive contributory pension plan.
Performance-based bonuses that reward individual achievements and successes.
Team bonuses linked to overall company performance.
Life insurance, healthcare support, and death-in-service benefits.
Regular company events and celebrations to foster team spirit.
Early finish on Fridays to kickstart your weekend.
Morning breakfast options provided.
Extensive training opportunities, with personalised growth plans.
Support (both time and financial) for pursuing relevant qualifications.
Key responsibilities of the Office Assistant:
Take comprehensive meeting notes and prepare review letters within the company’s CRM system.
Attend all external client meetings alongside an Advisor, with the responsibility of driving the Advisor when necessary.
Handle technical queries by coordinating with the Advisor to ensure accurate and consistent responses.
Prioritise client satisfaction to deliver exceptional service.
Provide approachable and proactive support to the entire team within the business.
Redirect queries to free up the Advisor to focus on business expansion.
Stay updated on market trends, regulations, and critical developments to boost your effectiveness.
Efficiently book and manage client prospect meetings and review sessions.
Cultivate strong client relationships, acting as their primary contact when the Advisor is unavailable.
The ideal Office Assistant will have:
Demonstrated experience in a support role within financial services or a similar industry.
Strong communication skills, both written and verbal, with the ability to convey complex information clearly.
Exceptional organisational skills with a keen eye for detail, especially in record-keeping and client management.
Ability to build and maintain trust-based relationships with both clients and colleagues.
A proactive, self-driven approach with excellent time management abilities.
A calm, professional demeanour, even under pressure.
Familiarity with CRM systems and proficiency in Microsoft Office, particularly Excel.
A strong commitment to client confidentiality and a professional, ethical approach to work