We are looking to recruit an experienced Business Administrator who will support the day to day running of our busy office.

Responsibilities

• First point of contact for clients/providers queries
• To assist in the day to day running of the practice
• To request and collate information from third party providers
• To upload information onto computer systems ie: Salesforce, iBusiness and SharePoint, including meeting notes and confidential financial review data from client meetings
• General administration in line with St James's Place (SJP) systems and compliance regulations
• Completing review letters after client meeting have taken place
• Administration of client requests e.g. encashments, valuations, Trust documents and change of addresses
• Liaising with the Practice Manager to ensure the completion of all tasks

Qualities and skills:

• The ability to balance conflicting demands in a calm and friendly manner
• Ability to work professionally and follow practice etiquette
• Adaptable to meet practice requirements
• An ability to pay attention to detail
• Ability to accurately transpose information
• Maintain up to date knowledge of SJP practices, product changes, compliance changes etc
• Proficiency in the use of MS Office 365 cloud-based IT packages