Lyndhurst Financial Management is an independent financial advisory firm dealing with individuals as well as companies. Over the past 33 years, the company has expanded to 50 employees, and we are now looking for our next person.

As an office administrator your duties will include;

Opening, sorting & taking the post

Greeting clients & providing refreshments

Petty cash

Ordering stationery

Helping & attending work events (ordering food & drinks)

Managing the office diary

Answering the phone, message taking & checking voice messages

Scanning & filing

Adding new plans & clients to the back office system

Carrying out monthly checks

Liaising with providers to carry out research

Arranging, tracking & chasing meeting requests

Sending general Letters/ Client valuations/performance reports

Emails to clients

We use a number of Microsoft Office based programs such as Outlook, Excel, and Teams. We also use Xplan as our CRM.