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 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 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

THE PERSON: 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
• 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.