Administrative Assistant

Administrative Assistant
Location: Forest Row, RH18
Hours: Part Time - 4 days per week (including Monday and Friday)
Salary: £25,000 FTE
Are you an experienced and enthusiastic Administrative Assistant with great IT and communication skills looking for an interesting part time role? Could you fulfil a vital support function within this busy office?
An excellent Part Time opportunity has arisen to join this successful St. James's Place Partner Practice, who specialise in providing bespoke face-to-face financial advice.
You will be working directly with the Practice Manager and will undertake a wide variety of administrative tasks, supporting your colleagues and clients of the Practice.

The Role: Administrative Assistant

• • You will be responsible for diary management, arranging meetings and preparing packs for those meetings
  • Completing follow up client correspondence after meetings and other associated tasks
  • Managing the database of clients using Salesforce CRM. You will be creating and updating records and accurately inputting information into the system
  • Dealing with enquiries and correspondence from clients and providers, and composing high quality responses where appropriate
  • You will regularly be liaising with SJP administration teams
  • Full training will be given.

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
• Great 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:

• Collaborative working environment
• The chance to extend your skills and experience
• Joining a motivated team that works hard to make a success of this Practice.

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 £179bn. This business is well established and highly successful.
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.

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