Admin Assistant

You’re perfect for this position if you:

• Have outstanding communication skills
• Can engage professionally with high-net-worth clients
• Have excellent interpersonal and customer service skills
• Are proactive and able to take initiative
• Have excellent administrative and organisational skills
• Are motivated, energetic and can work individually and as part of a team
• Are structured and organised with good time management skills

• Are computer literate, particularly in MS Excel, Word and Outlook

Your role and responsibilities

Among other tasks, your main responsibilities will include:

• Managing and distributing inbound client communication.
• Handling and tracking all new clients via phone and email, ensuring clients are followed up with and assisted.
• Performing general banking tasks, such as daily invoicing, receipting, and capturing. 
• Managing system-generated workflows and client information via our CRM system.
• Ensuring record-keeping and management of client folders (physical and electronic).
• Maintaining regular communication with parents, staff, and pupils as required.
• Monitoring and responding to emails. 
• Arranging transport for students and managing holiday arrangements. 
• Co-ordinating arrangements for host student family stays, including working with the regional team and keeping an updated record. 
• Drawing up contracts for new students and new host families 
• Co-ordinating DBS checks in line with AEGIS and Company requirements. 
• Management of application forms from our pathway providers. 
• Arranging meetings with pathway colleges and their students. 
• Liaising with Regional Co-ordinators. 
• Following up communication with pathway students / parents / agents. 
• Assisting with the recruitment of host families.