Part-Time Operations Assistant

4 weeks ago


Wealden, United Kingdom St. James's Place Wealth Management Full time
Hours: Part Time - 4 days per week (including Monday and Friday)
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.
Managing the database of clients using Salesforce CRM. 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.
Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential
* Good time management and planning skills
* Strong working knowledge of Excel, Word, and other Microsoft Office Programs
* 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. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
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