The role

As our Office Administrator & Client Services Coordinator, you’ll help create a welcoming, professional and well-organised environment for clients and colleagues.

This is an office-based role in Totnes, combining office coordination, administrative and personal assistance support, and client service. You’ll work closely with our local Financial Adviser while collaborating with colleagues across our wider operations and client services teams.

You’ll help ensure appointments are well organised, documentation is ready when needed and administrative tasks are followed through.

Your responsibilities will include:

• Coordinating the day-to-day administration of our Totnes office, keeping it organised, well supplied and ready to welcome clients.
• Providing administrative and personal assistance support to our Financial Advisers, including diary management, appointment scheduling, travel arrangements and correspondence.
• Welcoming clients and visitors, preparing meeting spaces and helping create a positive experience from the moment they arrive.
• Handling incoming calls, emails and general client enquiries professionally, directing queries to the appropriate colleague where necessary.
• Preparing meeting packs, client documentation and supporting materials ahead of adviser appointments.
• Maintaining accurate and up-to-date client records within our client relationship management system and other files.
• Supporting client onboarding, data entry and ongoing administrative processes.
• Coordinating internal meetings, team events, client appointments and bookings.
• Managing incoming and outgoing post, ordering office supplies and handling other practical office arrangements.
• Working with our wider operations and client services teams to keep tasks organised and support the smooth running of the business.
• Upholding Path’s values and maintaining high standards of accuracy, professionalism and confidentiality.