Company Description
J.A. Financial Planning Ltd is dedicated to providing holistic financial advice tailored to individual needs. With national coverage, we aim to deliver the highest level of service for you and your family. Our company is founded on strong family values, ensuring we offer friendly, clear, and objective advice while understanding your goals. J.A. Financial Planning Ltd is an Appointed Representative of St. James's Place Wealth Management plc, which is regulated by the Financial Conduct Authority.
Role Description
This is a part-time hybrid role for an Administration Assistant located in Preston with the option to work from home. The Administration Assistant will handle daily administrative tasks, manage phone communications, provide executive administrative support, and perform clerical duties. The role involves maintaining organizational efficiency and ensuring effective communication within the team.
Qualifications
* Administrative Assistance and Clerical Skills
* Phone Etiquette and Communication skills
* Executive Administrative Assistance skills
* Attention to detail and organizational skills
* Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
* Ability to work both independently and as part of a team
* Previous experience in a similar role is a plus