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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
• You will be primarily involved with multiple admin activities; you will also manage and collate company data and act as a primary responder for the phone system.

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.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice