Executive Assistant - Wilmslow, United Kingdom - Burgh Recruitment Ltd

Burgh Recruitment Ltd

Verified Company

Wilmslow, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Executive Assistant

Location:
Near Wilmslow

Salary:
£30,000 - £45,000 Depending on Experience

Hours:
Full time, In office

Working as part of the team at an Appointed Representative of St. James's Place Plc.

An excellent opportunity has arisen for a professional and adaptable Executive Assistant to work for a Multi Adviser Senior Partner Practice within a St.

James's Place based near Wilmslow.
You will be managing the work generated by the Partner and Advisers and offering support as required.
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.

The Role:
Executive Assistant
You will have previous experience as an EA, ideally within a Financial Services business or a similar professional environment.

Your role will include actioning changes to Client portfolios as instructed by the Partner and Advisers
You will have experience of managing and developing others, ideally with some HR experience
You will have a good understanding of how you can add value to this business, and you enjoy working as part of a team to achieve goals and objectives
You are used to using IT systems and may have used a CRM, ideally Salesforce
You will be a confident professional with excellent communication skills and the ability to motivate others. You have common sense, influencing skills and enjoy problem solving.

As the Executive Assistant your responsibilities will include:

Diary & travel management
Managing office budgets
Assisting the Partner with marketing administration
Preparing all documentation for the Partner's meetings
Ensuring client information is recorded accurately
Dealing with third parties on a daily basis
Managing the pipeline of business through the Practice.

After an initial period of training to learn new processes and skills you will have the opportunity to progress within the SJP Accreditation framework.

The Person:
Executive Assistant

This is an interesting and challenging role that would suit a confident, numerate, highly organised and professional individual who enjoys using their initiative and who has a 'can do' working style.

You have exceptional communication skills both verbal and written
An excellent eye for detail and good IT skills
Strong problemsolving skills
You are a selfstarter and able to work with little or no supervision
You are reliable with proven office management, administrative or personal assistant experience
You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.
It would be advantageous to have worked in a Financial Services or have a financial background.

St.

SJP has funds under management inexcess of £148.37bn.
This practice is well established and highly successful.