Administrative Assistant
Location: Garforth, Leeds
Hours - 22.5 hours per week, to be worked across three full days
Salary: £25,000 - £28,000 FTE
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 Paraplanning business servicing Partners and Practices of St. James’s Place Plc.
The company provides bespoke paraplanning and administrative support to a wide range of Advisers, Partners, and Practices within St. James's Place.
The Role: Administrative Assistant
- You will deal with a wide variety of administrative tasks supporting your colleagues and external Administrative Assistants
- You will manage and collate key data for reports and portfolio reviews
- Dealing with enquires and correspondence from providers
- Managing the database of clients and case booking to ensure the writing of reports in a timely manner
- You will be liaising with Paraplanners within your team as well as SJP admin teams
- Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
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. St. James's Place experience is useful but not essential, Financial Services experience is 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:
- Collaborative working environment
- The chance to extend your skills and experience
- Joining a motivated, friendly, and close-knit team
The company fosters a professional and innovative environment where the whole team share their skills and 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. SJP has funds under management in excess of £150bn. This business is well established and highly successful.
Please note that this company will conduct a standard Financial and Identity check on any candidates who are offered a role.
