Dynamic Administrative Assistant, Financial Services

Ikrut

Borehamwood

On-site

GBP 25,000 - 30,000

Full time

8 days ago

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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

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.

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