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Administrative Assistant
2 months ago
**Administrative Assistant**
**Location: Ipswich**
**Salary: £20,000 pa (pro rata) - Full or **Part Time hours and flexible approach available**
Are you an enthusiastic Administrative Assistant eager for a new role? Could you fulfil a vital support function within a busy office?
The role can be flexible to fit around school hours or other commitments.
You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Wealth Management Plc. The company provides bespoke financial advice and services to executives, business owners, families, and entrepreneurs.
The company strives to create a professional and positive environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.
**The Role: Administrative Assistant**
- You will be dealing with a wide range of administrative tasks supporting your colleagues and clients.
- You will be updating client details in the CRM system
- You will be tasked with liaising with third party providers for information, and dealing with client queries
- Preparing information for client review meetings and producing letters of confirmation following the meeting
- General administrative duties including scanning post, digitally saving clients letters, sending mailshots and birthday cards
**The Person: Administrative Assistant**
To be considered as an Administrative Assistant, you will need:
- Previous experience as an Administrator within a professional office environment is preferred
- 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
St. James’s Place Wealth Management 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 £148bn.