We are a well-established Wealth Management company providing financial services for both private and corporate clients.
Working within our admin team, we are looking for an administrative assistant to provide support to the administrators in order to deliver an excellent client experience. This role would suit a person with team attitude who enjoys working both independently and with others.
Covering a broad range of administrative tasks on a daily basis, an understanding and knowledge of the financial services industry and or basic knowledge of financial products would be beneficial. Specific St. James’s Place experience would be considered very advantageous.

QUALIFICATIONS:

• Proven work experience as an Office Administrator, Office Assistant, or similar role
• Proficiency in data entry, administrative procedures, and office management systems
• Excellent phone etiquette and communication skills
• Strong organizational skills with the ability to multi-task
  Job Type: Full-time
  Pay: £24,000.00-£27,000.00 per year

Benefits:

• Company pension
• Flexitime
• Health & wellbeing programme

Work Location: In perso

• Acting as a first point of contact for the practice, dealing with correspondence and calls
• Organising meetings and appointments
• Diary management for advisors
• Weekly preparation of all meeting packs for clients
• Update and input client information onto internal CRM systems
• Maintaining stock levels and ordering of stationary
• Liaise with Head Office and admin centres as required to complete client requests