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

Burgh Recruitment Ltd (Financial Services)

Verified Company

Garforth, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Administrative Assistant

Location:
Garforth, Leeds

Hours hours per week, to be worked across three full days

Salary:
£25,000 - £28,000 FTE

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 Paraplanning business servicing Partners and Practices of St.

James's Place Plc.
The company provides bespoke paraplanning and administrative support to a wide range of Advisers, Partners, and Practices within St. James's Place.

The Role:
Administrative Assistant

You will deal with a wide variety of administrative tasks supporting your colleagues and external Administrative Assistants
You will manage and collate key data for reports and portfolio reviews
Dealing with enquires and correspondence from providers
Managing the database of clients and case booking to ensure the writing of reports in a timely manner
You will be liaising with Paraplanners within your team as well as 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:

Proven work experience as an Administrator or within an office support role. St. James's Place experience is useful but not essential, Financial Services experience is 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:

Collaborative working environment
The chance to extend your skills and experience
Joining a motivated, friendly, and closeknit team

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 in excess of £150bn. This business is well established and highly successful.