Secretary - Stourbridge, United Kingdom - Burgh Recruitment Ltd

Burgh Recruitment Ltd

Verified Company

Stourbridge, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Secretary /Administrator

Location:
Stourbridge

Salary:
Highly Competitive plus benefits

Hours:
Full time in office
This is an excellent opportunity for a professional and adaptable Secretary /Administrator in Stourbridge.
Working as part of a small team for a highly successful Senior Partner Practice of St.

James's Place' of 20 years standing, specialising in looking after the financial affairs of a relatively small number of prominent local business owners and High Net Worthinvestors.

You will be managing the diary for the Senior Partner and offering support as required to ensure the continued success of the business.

The Role - Secretary/Administrator
You will be working with the existing team in all aspects of support including:

Diary management
this will be a large focus of the role
Arranging appointments with existing and prospective clients
Accurate record keeping
You will be dealing with third parties on a daily basis
All aspects of administration with regards to submitting new business
Assisting with events organisation and marketing activities
Correspondence for Clients & meeting file preparation ahead of Client Reviews

The Person - Secretary/Administrator

You have exceptional communication skills and a proactive/confident approach to securing meetings with clients
Are highly organised with an excellent eye for detail
You are a selfstarter and able to work with little or no supervision.
You will have strong written and problem solving skills
You are a team player
You are reliable with proven administrative/appointment making skills
You will have good IT and Typing skills, as well, ideally you will have used Salesforce or a similar CRM system
It is essential that you are confident in dealing with third parties and can work with total discretion.
You will have worked in a Financial Services or professional service environment or have a financial background

The company fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.

St.

James's Place 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 funds under management inexcess of £148.37bn.
This business is well established and highly successful.