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Administrative Assistant

4 months ago

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

**Administrative Assistant**

**Location: Ashington, Northumberland**

**Salary: £22,000 + Incentives and Benefits + Pension & Free Parking**

**Hours: Full time in Office**

**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 Rewards**:

- The chance to extend your skills and experience
- Joining a motivated team that works hard to make a success of this Practice.
- Be able to feel part of a dedicated and positive team that works hard to make a success of this Practice
- A professional and innovative 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 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 enquires 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
- Your role will involve day to day use and management of the two CRM database's along with other IT systems.
- You will be responsible for the preparation of meeting documentation and follow up client meeting notes.

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: Administrative Assistant**

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 365 Programs
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

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. SJP has funds under management in excess of £150bn. This business is well established and highly successful.