Administrative Assistant

4 days ago

Maldon, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

**Role: Administrative Assistant**

**Location: Maldon, Essex**

**Salary: Highly Competitive (DoE)**

**Hours: Full-Time - Potential Hybrid element**

**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 Wealth Management Plc.
The company provides bespoke financial advice and services to executives, managers, families and entrepreneurs.

**The Role - Administrative Assistant**
- You will be tasked with superb levels of support to Clients and the team within the office
- You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients. Full training will be given and there is scope within this role to progress and develop your knowledge

**Specifically, your role with involve -**
- Meeting and greeting clients and visitors
- Answering and directing phone calls and dealing with Client queries
- Managing the database of clients and diary management for the Partner
- Correspondence for clients and providers
- Processing new business and writing basic suitability letters
- Full training will be given and there is the opportunity to progress within the SJP Accreditation Framework

**The Person - Administrative Assistant**

To be considered as an Administrative Assistant, 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

**The Rewards**:

- Good working environment
- The chance to extend your skills and experience
- Be able to feel part of something and be part of a small team that works hard to make a success of this Practice.

The company fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients.

St. 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.

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