Administrative Assistant

at  Burgh Recruitment Ltd Financial Services

ARE YOU AN ENTHUSIASTIC ADMINISTRATIVE ASSISTANT EAGER FOR YOUR NEXT ROLE? COULD YOU FULFIL A VITAL SUPPORT FUNCTION WITHIN A BUSY FINANCIAL SERVICES OFFICE?

If you have previous experience in Financial Services and want to progress further, you could be working as part of a 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 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 enquiries and correspondence from clients and providers
• Managing the database of clients and diary management for the Partner and Advisors
• 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.

To be considered for this role you will need:

• Proven work experience as an Administrator within a Financial Services support role is required.
• 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