Client Relationship Administrator / PA (Financial Services) Job at Office Angels (Wellington)

Client Relationship Administrator / Pa

We are proud to be working with a dynamic and forward-thinking local business wi...

Location

United Kingdom , Wellington

Salary:

33000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous office support experience within a corporate environment
Accuracy and strong attention for detail
Excellent organisational and time management
The ability to work under pressure and prioritise
Excellent communication, both verbal and written
Competent IT user
A positive and proactive approach to work and a desire to help and support the wider team
Calm and considered outlook in approach to problem solving

Job Responsibility

Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
Liaise with clients on any administration queries they may have
Manage client service needs and client expectations to ensure client satisfaction
Ensure action points resulting from client meetings get diarised and dealt with
Preparation of meeting packs, to include new business for signing up
Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
Organise client review meetings as per the company process as required
Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
Ensure follow up letters are sent in a timely manner

What we offer

Matched pension contributions up to 5%, plus reinvestment of employer NI savings
Private medical insurance for all permanent employees
Life assurance (4× salary) and income protection (75% salary in long‑term illness)
Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
Full funding for professional exams, training and subscriptions
Electric car, cycle‑to‑work and season ticket schemes
Long‑service awards, referral bonuses, and paid volunteering time

Fulltime

Mid-level Trusts & Estates Associate

This role focuses on advising ultra-high net worth individuals and families—incl...

Location

United States

Salary:

Not provided

Sterlington

Expiration Date

Until further notice

Requirements

J.D. from a top-tier law school
LL.M. in Taxation preferred
Active membership in a U.S. state bar (PA, NJ, FL, NY, CA, TX, IL, or DC preferred)
3–6 years of relevant experience in trusts & estates, tax planning, or private client services
Strong drafting skills and deep knowledge of estate/gift tax code and regulations
Experience working with UHNW clients and complex asset structures
Exceptional judgment, discretion, and client service orientation
High emotional intelligence and ability to manage complex client relationships with diplomacy and tact
Experience advising family offices, business owners and multigenerational wealth structures

Job Responsibility

Advise UHNW individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters
Draft and review sophisticated estate planning documents, including GRATs, IDGTs, SLATs, QTIPs, and charitable trusts
Structure and implement wealth transfer strategies involving closely held businesses, private investments, and cross-border assets
Collaborate with fiduciaries, financial advisors, and tax professionals to develop integrated planning solutions
Provide guidance on probate, trust administration, and fiduciary income tax issues
Stay current on federal and state tax developments impacting private clients and wealth planning

Office Manager

The Service Lead’s principal role is to empower the Central Services team to pro...

Location

United Kingdom , Exeter

Salary:

Not provided

Capsticks Solicitors LLP

Expiration Date

Until further notice

Requirements

Previous PA experience

Job Responsibility

Gain a full understanding of coordinator tasks and responsibilities, supporting with their development as well as peaks in the service
Build mutual trust and respect, high motivation, personal accountability and team participation within the service
Ensuring all financial and budget processes and controls are managed and adhered to in line with firm policies and procedures
Participating in cross departmental and site projects
Promoting and participating in firm’s initiatives such as social events and Star Award recognition scheme
Compliance is required at all times upholding the firm standards
Ensuring equipment is properly utilised and maintained
Actively participating in all on site health and safety audits and assessments and oversee compliance as required
Contributing to management of supplier relationships (1st level of escalation)
Collecting and inputting daily/ monthly reporting information and ensuring all paperwork and tracking sheets are correctly recorded and completed

What we offer

Competitive Salary & Benefits

Fulltime

Team Assistant - Banking

Are you ready to be part of a dynamic team that puts employee progression and de...

Location

United Kingdom , City of London

Salary:

30000.00 - 33000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in an administrative or support role, preferably within the banking or financial services industry
Strong organisational skills and the ability to manage multiple tasks simultaneously
Excellent communication skills, both written and verbal
Strong team player and collaborative worker

Job Responsibility

Assisting with administrative tasks, including managing correspondence and scheduling appointments
Supporting our client relationship managers in preparing reports and presentations
Maintaining organised records and files to streamline our processes
Handling inquiries from clients and team members
Collaborating with various departments to facilitate effective communication and project management

Fulltime

Legal PA

At BCLP, we’ve built our firm on the foundations of thinking differently. Curiou...

Location

Salary:

Not provided

Bryan Cave Leighton Paisner LLP

Expiration Date

Until further notice

Requirements

Legal PA experience required
Real Estate Legal PA experience preferred but not essential
Sound knowledge of Microsoft and other commonly used legal applications
Effective and professional telephone manner
Client service orientated approach and ability to use industry knowledge and experience to anticipate needs and respond to requests/queries from clients on own initiative
Able to work either on own initiative or as part of a team
Displaying sound judgement and decision making/problem solving skills
Being attentive to detail
sense and quality checking your work and the work of others and identifying quality issues and address problems prior to fee earner review
Accountable and professional

Job Responsibility

Provide fee earners with effective, pro-active, professional and high quality Legal PA support that enables them to focus on providing legal services to clients
Pro-actively manage and maintain partner and fee earners' diaries, making appointments and co-ordinating internal and external client meetings, and ensure all work activities are scheduled effectively, including the identification and resolution of potential challenges and clashes
Arrange (or delegate to Legal Admin Assistants)the booking of meeting rooms, video conference facilities, cars, refreshments, restaurants etc, and liaise with internal and external meeting attendees
Management of fee earners’ inboxes when they are out of the office (holidays/long meetings) and monitoring and responding to post and/or emails, prioritising correspondence to enable fee earners to focus on urgent matters and using initiative to route emails to the appropriate individuals for swift response and action
wherever possible, responding to and filing emails in to iManage on behalf of partners and fee earners to reduce volume
Responding and dealing with external or internal telephone calls and queries in a professional manner, taking clear and concise messages for other members of the practice group as required
Organising travel arrangements through the travel company, booking and confirmation of reservations, flights, hotels, car transfers, ordering currency and expense claims and producing detailed itineraries
Organise individual client entertainment – e.g. deal closing dinners/drinks, table plans, travel booking, arranging small-scale hospitality for Partners or teams
Arrange events (invitations and bookings for in-house and small external gatherings, individual client entertainment deal closing dinners/drinks, table plans, travel booking etc), occasional support at event e.g. registration desks
Manage flow of complex legal documents and presentations to DPS, ensuring house style and deadlines

Experience and Innovation Manager

Vacherin are committed to delivering deliciously different experiences, having f...

Location

United Kingdom , London

Salary:

38000.00 - 40000.00 GBP / Year

14forty

Expiration Date

Until further notice

Requirements

Excellent communication skills
Self-motivated and capable of using own initiative
Creative and innovative with the ability to encourage ideas from stakeholders and the team
Strong IT skills - preferably with experience of design software
Flexibility and quick thinking
To enjoy working with stakeholders, clients and building relationships with the wider community and external suppliers
The ability to negotiate financial agreements with external suppliers
Quality focused, with an eye for premium experience, design and creative display in the hospitality, retail and wellbeing environment
To be well-organised and thorough, even when under pressure

Job Responsibility

Delivery a 5-star client experience service
Delivery of the Marketing Calendar
Sourcing new ‘retail’ products
Sourcing new trends of Well Being activities and products
Sourcing and negotiating with external ‘pop up’ suppliers
Client Reporting
Events – To support stakeholders with internal/external bespoke events
ROI – To monitor and report on the qualitative and quantitative success of all innovative activities, marketing initiatives and hospitality client suite performance
Standards – To monitor standards of all guest service delivery
Trade Shows – To attend industry trade shows as required

What we offer

Personal Development and Training opportunities
Life assurance scheme
Pension scheme
Holiday allowance
Access to Healthcare Support App which includes Annual health check, Digital GP, Mental Health Consultations, Nutritional Consultations, Second Medical Opinion
Eye care
A great wellbeing strategy – including access to our Employee Assistance Programme, salary finance
Family friendly support
Regular social events and communication with our leaders
A holiday purchase scheme

Fulltime

New

Store Associate

We’re building a world of health around every individual — shaping a more connec...

Location

United States , Chicago

Salary:

16.60 - 23.60 USD / Hour

CVS Health

Expiration Date

June 19, 2026

Requirements

At least 16 years of age
Remaining upright on the feet, particularly for sustained periods of time
Lifting and exerting up to 35 lbs of force occasionally, up to 10 lbs of force frequently, and a negligible amount of force regularly to move objects to and from, including overhead lifting
Visual Acuity - Having close visual acuity to perform activities such as: viewing a computer terminal, reading, visual inspection involving small parts/details

Job Responsibility

Providing differentiated customer service by anticipating customer needs, demonstrating compassion and care in all interactions, and actively identifying and resolving potential service issues
Focusing on the customer by giving a warm and friendly greeting, maintaining eye contact and offering help locating additional items, when needed
Accurately perform cashier duties - handling cash, checks and credit card transactions with precision while following company policies and procedures
Maintaining the sales floor by restocking shelves, checking in vendors, updating pricing information and completing inventory management tasks as directed by store manager
Supporting opening and closing store activities, when needed
Providing customer support to all departments, including photo and beauty, ensuring departments are fully stocked and operational while remaining current with all updated services and tools
Assisting pharmacy personnel when needed, including working regular shifts in the pharmacy as part of opportunities for growth and career development
Embracing and advocating for new CVS services and loyalty programs that support our purpose of helping people on their path to better health

What we offer

Dental
Vision
Wellness resources
Employee discounts
Access to certain voluntary benefits
Other programs

Parttime

New

Front Desk Receptionist

As a Front Desk Receptionist, you will be the first and last point of contact fo...

Location

United Kingdom , London

Salary:

37800.00 GBP / Year

Four Seasons

Expiration Date

Until further notice

Requirements

Previous Front Desk or guest facing experience in a hotel environment
Strong communication skills and confident guest interaction
Excellent attention to detail and organisational ability
Ability to multitask and remain calm under pressure
Experience using Opera PMS or similar systems is preferred
Positive attitude and genuine passion for hospitality
Flexibility to work a range of shifts including evenings, weekends, and public holidays
Right to Work in the UK

Job Responsibility

Welcome guests warmly and manage all aspects of arrival and departure
Handle check in and check out procedures accurately using Opera PMS
Respond to guest enquiries and requests promptly and professionally
Coordinate with Housekeeping, Concierge, and Food and Beverage teams to deliver a seamless guest experience
Manage billing and payments accurately and securely
Provide local knowledge and personalised recommendations
Identify opportunities to enhance the guest experience, including upselling where appropriate
Maintain high standards of presentation, professionalism, and service at all times

What we offer

£37,800 annual package inclusive of base salary and service charge
Structured 40 hour working week
Excellent training and clearly defined career development pathways
Strong internal progression opportunities across London and the global Four Seasons portfolio
Holiday entitlement increasing with service up to 33 days
Up to two paid Wellness Days per year
Company Sick Pay, increasing with service
Life insurance while on duty
Up to 20 complimentary nights at Four Seasons Hotels and Resorts worldwide, increasing with service, as well as heavily discounted rates at all properties
50% discount across UK Four Seasons food and beverage outlets from day one for up to four guests

Fulltime

Client Relationship Administrator / PA (Financial Services)

Office Angels

Location:
United Kingdom , Wellington

Category:
Office Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
May 13, 2026

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