Office Administrator / Manager

Office Administrator / Manager

Office Administrator / Manager

Paragon Personnel

Reed

Honiton, Devon

5 hours ago

No application

About

Job Title: Office Administrator / ManagerLocation: HonitonReports To: Office Administrator / ManagerSalary: £22,000 - £26,000Working Hours: 35 hours per week (Monday to Friday, 9:00am - 5:00pm) Position Overview: An exciting opportunity for an experienced and organised Office Administrator / Manager to join a professional services firm. This position is integral to the daily operations of the business, ensuring smooth administrative support across the office and client service functions. The role also contributes to delivering a high standard of post-advice service to clients by coordinating with internal teams and external providers. Main Responsibilities: Serve as the first point of contact for all incoming communications including phone calls, emails, visitors, and post. Manage general office tasks such as scanning, filing, data entry, supply ordering, and ensuring the workplace is well maintained and health & safety compliant. Support advisers and paraplanners with administrative duties, including scheduling, meeting coordination, and document preparation. Maintain accurate and up-to-date client records using the firm’s back-office system. Assist with client onboarding and file maintenance in line with regulatory standards. Liaise with financial product providers to obtain policy details, process service requests, and manage outstanding queries. Coordinate and manage the client review process, ensuring timely production and dispatch of review documentation. Draft and send professional client communications, including review letters and service updates. Monitor and process adviser income, including tracking fees a