Administrative Assistant - Ipswich, United Kingdom - Burgh Recruitment Ltd
Description
Administrative AssistantLocation:
Ipswich - in smart, modern offices with free parking
Fixed term contract to cover maternity leave - until end Sept 2023**
Salary: £21,000 - £23,000 pa
Are you an enthusiastic Administrative Assistant eager for a new role? Could you fulfil a vital support function within a busy office?
Do you have previous experience in a similar role, or maybe you are a recent graduate at the beginning of your professional career?
You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Wealth Management Plc. The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs.
The company strives to create a professional and positive environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.
The Role:
Administrative Assistant
- You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients. Full training will be given to develop your knowledge.
- You will be primarily involved with multiple admin activities, you will also manage and collate company data.
Specifically, your role with involve:
- Managing the database of clients and diary management for the partner and advisors
- Correspondence for clients and providers, dealing with client queries
- Processing new business
- Preparing information for client review meetings and completing letters following the meeting
- General administrative duties including scanning post, saving clients letters & writing birthday cards
The Person:
Administrative Assistant
To be considered as an Administrative Assistant, you will need:
- Previous experience as an Administrator within a professional office environment preferred
- Financial Services experience is useful but not essential
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to problem solve and think on your feet
- Good time management and planning skills
- Strong working knowledge of Excel, Word and other Microsoft Office Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
The Rewards:
- The chance to extend your skills and experience
- Being part of a positive and supportive team that works hard to make a success of this Practice.
James's Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has fundsunder management in excess of £142.3bn.More jobs from Burgh Recruitment Ltd
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