Administrative Assistant

Ikrut; Borehamwood; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Collaborative environment

Skills and experience development

Motivated team

Job summary

St. James’s Place plc (SJP) is seeking an Administrative Assistant in the Elstree/Borehamwood area to support the Practice with a busy front-office function.

The role covers a broad range of admin tasks, data collation for reports, and handling client enquiries, with diary management for the Partner and Advisors. SJP emphasizes discretion and professional client service in a fast-paced environment.

Qualifications

• Proven work experience as an Administrator or in a similar office role.
• Financial services experience is desirable but not essential.
• Excellent customer service and the ability to build rapport with clients.
• Strong attention to detail and the ability to solve problems on the go.
• Good time management and planning skills.
• Confident dealing with colleagues, third parties and maintaining total discretion.

Responsibilities

• Handle a wide range of administrative tasks to support colleagues and clients of the Practice.
• Manage and collate key data for reports and portfolio reviews.
• Deal with client and provider enquiries and correspondence.
• Maintain the client database and diary management for the Partner and Advisors.
• Process new business and liaise with SJP admin teams.
• Training will be provided with opportunities to progress and develop knowledge.

Skills

Customer service

Attention to detail

Time management

Problem solving

Discretion

Tools

Excel

Word

Microsoft Office

Job description

Administrative Assistant

Location: Elstree / Borehamwood

Salary: £25,000 - £30,000 (DoE)

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 Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.

The Role: Administrative Assistant

• You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
• You will manage and collate key data for reports and portfolio reviews
• Dealing with enquiries and correspondence from clients and providers
• Managing the database of clients and diary management for the Partner and Advisors
• You will be processing new business and liaising with 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

• Proven work experience as an Administrator or within an office support role. Financial Services experience is desirable but not essential
• Excellent customer serviceand 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 andcan workwith 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, a highly regarded FTSE 100 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 £240.8bn. 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.