Administrative Assistant - East Grinstead, United Kingdom - Burgh Recruitment Ltd (Financial Services)
3 weeks ago
Description
Administrative Assistant
Location:
Forest Row, RH18
Hours:
Part Time - 4 days per week (including Monday and Friday)
Salary:
£25,000 FTE
Are you an experienced and enthusiastic Administrative Assistant with great IT and communication skills looking for an interesting part time role? Could you fulfil a vital support function within this busy office?
An excellent Part Time opportunity has arisen to join this successful St. James's Place Partner Practice, who specialise in providing bespoke face-to-face financial advice.
You will be working directly with the Practice Manager and will undertake a wide variety of administrative tasks, supporting your colleagues and clients of the Practice.
The Role:
Administrative Assistant
- You will be responsible for diary management, arranging meetings and preparing packs for those meetings
- Completing follow up client correspondence after meetings and other associated tasks
- Managing the database of clients using Salesforce CRM. You will be creating and updating records and accurately inputting information into the system
- Dealing with enquiries and correspondence from clients and providers, and composing high quality responses where appropriate
- You will regularly be liaising with SJP administration teams
- Full training will be given.
The Person:
Administrative Assistant
To be considered for this role you will need:
- Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential
- Excellent customer service and the ability to build rapport and manage client relationships
- Great 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:
- 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.
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 £179bn. This business is well established and highly successful.More jobs from Burgh Recruitment Ltd (Financial Services)
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