Business Operations Coordinator

5 hours ago


Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full time
Job Title: Business Operations Coordinator

This is an exciting opportunity to join a leading Wealth Management company as a Business Operations Coordinator. The role involves providing administrative support to a Partner and their team, ensuring the smooth operation of the office. You will be responsible for preparing letters, presentations, and reports, as well as managing client information and communicating with third parties. This is a great chance to develop your skills and experience in a dynamic and professional environment.

Responsibilities:
• Prepare documentation for meetings and events
• Manage client information and records
• Communicate with clients and third parties by phone and email
• Assist with financial planning and administration tasks
• Provide general administrative support to the team

Requirements:
• Excellent communication and organizational skills
• Experience in administration or a related field
• Ability to work independently and as part of a team
• Strong problem-solving skills and attention to detail
• Familiarity with Microsoft Office and other business software

About Us:
We are a highly regarded FTSE 100 Wealth Management company that distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. We have funds under management in excess of £184.4bn and offer a competitive salary and benefits package.

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