Office Assistant

We at Siamo Recruitment are excited to present an exceptional opportunity to join our client’s dynamic and supportive team as an Office Assistant. In this crucial role, you will be integral in ensuring smooth communication and coordination between Advisors and the wider team, directly contributing to the company’s success.

Our client is a leading and well-established company in the finance sector, based in Swindon. Known for their strong dedication to employee welfare and career development, they have earned an excellent reputation both within the industry and in the local community. By joining this vibrant and diverse organization, you will play a key role in its ongoing success.

We are looking for a motivated and detail-oriented professional who is passionate about providing outstanding service in a high-calibre environment. If you are organized, proactive, and eager to advance your career, this role offers an ideal platform. Your dedication and efforts will be highly valued and rewarded.

What’s in it for you as an Office Assistant:

• 25 days of annual leave plus bank holidays, with an increase up to 30 days over time.
• A competitive contributory pension plan.
• Performance-based bonuses recognizing individual achievements and successes.
• Team bonuses based on overall company performance.
• Comprehensive life insurance, healthcare support, and death-in-service benefits.
• Regular company events and celebrations to enhance team spirit.
• Early finish on Fridays to kickstart your weekend.
• Morning breakfast options provided.
• Extensive training opportunities with personalized growth plans.
• Support (both time and financial) for pursuing relevant qualifications.

Key Responsibilities for the Office Assistant:

• Take detailed meeting notes and prepare review letters using the company’s CRM system.
• Attend external client meetings with an Advisor, including driving the Advisor when necessary.
• Manage technical queries by coordinating with the Advisor to ensure accurate and consistent responses.
• Prioritize client satisfaction to provide exceptional service.
• Offer proactive and approachable support to the entire team.
• Redirect queries to enable the Advisor to focus on business expansion.
• Stay informed about market trends, regulations, and key developments to enhance your effectiveness.
• Efficiently book and manage client prospect meetings and review sessions.
• Develop strong client relationships, serving as their main contact in the Advisor’s absence.

The Ideal Office Assistant will have:

• Proven experience in a support role within financial services or a similar sector.
• Excellent communication skills, both written and verbal, with the ability to clearly convey complex information.
• Outstanding organizational skills and attention to detail, particularly in record-keeping and client management.
• The ability to build and maintain trust-based relationships with clients and colleagues.
• A proactive and self-motivated approach with strong time management skills.
• A calm and professional demeanor, even in high-pressure situations.
• Familiarity with CRM systems and proficiency in Microsoft Office, especially Excel.
• A strong commitment to client confidentiality and a professional, ethical approach to work.