At a Glance
- Tasks: Provide top-notch admin support and enhance client service for a thriving financial practice.
- Company: Join a successful Partner Practice of St. James’s Place Wealth Management.
- Benefits: Highly competitive salary, excellent benefits, and performance bonuses.
- Other info: Fast-paced environment with opportunities for professional development.
- Why this job: Be part of a dynamic team driving client satisfaction and business growth.
- Qualifications: Experience in administration and a passion for customer service.
The predicted salary is between 35000 - 45000 £ per year.
Location: Gravesend, Kent
Salary: Highly Competitive with excellent benefits and bonus
Hours: Full time, office based
An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James’s Place Wealth Management plc. Reporting to the Business and Operations Manager you will be part of a fast-paced team managing the work generated by the Advisors and supporting the Admin team as required.
Overview of the role of Senior Administrator
- You will be providing a high level of administrative support and an excellent level of customer service to clients of the Practice including:
- Supporting the Practice’s ongoing expansion plans and administrative goals
- A pro-active and structured approach to supporting the Practice’s client servicing and administration needs
- Identifying opportunities to improve the client service level for the Practice as a whole, and suggesting new ideas to help improve the service the Practice provides to the client
- Adhering to service level standards for the Practice
- Checking client files prior to meetings to assess current holdings and any opportunities, ahead of the meeting.
- Preparing critical yield calculations and other technical calculations.
We think you need these skills to ace Senior Administrator in Kent
Administrative Support
Customer Service
Proactive Approach
Attention to Detail
Client File Management
Yield Calculations
Process Improvement
