Administrative Support Specialist

2 months ago


Castle Donington, Leicestershire, United Kingdom St. James's Place Wealth Management Full time
About the Role

We are seeking an experienced Administrative Assistant to join our team at St. James's Place Wealth Management. As an Administrative Assistant, you will play a vital support function within our busy office, working closely with our team to provide exceptional service to our clients.

Key Responsibilities
  • Manage and collate key data for reports and portfolio reviews
  • Deal with enquiries and correspondence from clients and providers
  • Manage the database of clients and diary management for the Partner and Advisors
  • Process new business and liaise with SJP admin teams
Requirements
  • Proven work experience as an Administrator or within an office support role
  • Excellent customer service and the ability to build rapport and manage client relationships
  • Strong attention to detail and problem-solving skills
  • Good time management and planning skills
  • Strong working knowledge of Excel, Word, and other Microsoft Office Programs
About Us

St. James's Place Wealth Management is a leading, highly regarded FTSE 250 Wealth Management company that distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. We foster a professional and innovative environment where the whole team shares their skills and knowledge to deliver an unrivalled level of service to our clients.



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