Administrative Assistant - Ipswich, United Kingdom - Burgh Recruitment Ltd

Burgh Recruitment Ltd

Verified Company

Ipswich, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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.

St.

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.