Administrative Assistant

Administrative AssistantLocation: Forest Row, RH18 Hours: Part Time - 4 days per week (including Monday and Friday)Salary: GBP25,000 FTEAre 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 AssistantTo 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 GBP179bn. 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.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.