Administrative Support Specialist
4 weeks ago
We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our operations team, you will be responsible for managing all day-to-day activities, including appointments, client review meetings, and responding to client inquiries.
Key Responsibilities:
* Manage appointments and client review meetings, and respond to client emails and manage the CRM system (Salesforce)
* Prepare for Client Financial Reviews and prepare relevant Illustrations and meeting packs
* Issue and follow up on Letters of Authority with clients and third parties
* Submit and progress post review actions such as fund switches, withdrawals, changes to contribution portfolios
* Manage and collate key data for reports and reviews
* Deal with enquiries on behalf of the Advisor, always focusing on providing excellent levels of service to Clients
* Process new business and liaise with SJP admin teams
Requirements:
* Proven work experience as an Administrator within Wealth Management, preferably at a St. James's Place Practice or from an IFA setting
* 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
* The adaptability and resourcefulness to work remotely
* Strong working knowledge of Excel, Word, and other Microsoft Office Programs
About Us:
St. James's Place plc (SJP) is a leading, highly regarded FTSE 250 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 £184.4bn.
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