Administrative Assistant - Rochester, United Kingdom - Burgh Recruitment Ltd (Financial Services)

Burgh Recruitment Ltd (Financial Services)

Verified Company

Rochester, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Administrative Assistant

Location:
Rochester, ME3

Salary:
£24,000

Hours - 9am - 5pm, Monday - Friday in delightful offices in a semi-rural location

(Friday work from home)

Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?
You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.

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.

The Role:
Administrative Assistant

You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
You will manage and collate key data for reports and portfolio reviews
Dealing with enquires and correspondence from clients and providers
Generating new correspondence to clients
Managing the database of clients and diary management for the Partner and Advisors
Calling clients to arrange meetings or assisting with account servicing
You will be processing new business and liaising with SJP admin teams
Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

The Person:
Administrative Assistant
To be considered for this role you will need:

Useful but not essential, proven work experience as an Administrator or within an office support role
Experience writing formal professional correspondence
Confident and proactive in contacting and speaking with clients over the telephone
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.

The Rewards:

Collaborative working environment
The chance to extend your skills and experience
Joining a motivated team that works hard to make a success of this Practice
20 days chosen annual leave plus standard bank holidays
Auto enrollment into pension scheme

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 in excess of £157.5bn.

This business is well established and highly successful.