Senior Administrator / Personal Assistant
Location: Bristol
Salary: Up to £45,000, depending on experience
Hours: Full Time
An excellent opportunity has arisen for a professional and adaptable Senior Administrator / Personal Assistant to work for a Partner within a St. Jamess Place Principal Partner Practice in Bristol.
You will be working closely with the Partner and offering support as required.
The Role: Senior Administrator / Personal Assistant
* Effective management of incoming communication, including post, emails, answering calls and handling queries professionally.
* Overseeing client servicing and ongoing advice processes ensuring clients are reviewed on schedule and that their advice and servicing needs are met across the year.
* Managing the Advisors diaries and booking in client meetings and reviews.
* Maintaining records of meetings and CRM to ensure compliance.
* Assisting the paraplanning team as required.
* Gathering and collating information on behalf of clients, paraplanners and Advisors.
* Providing high - level service to clients; responding to their queries and needs in a timely, professional manner and providing support with any ad hoc issues that arise.
The Person: Senior Administrator / Personal Assistant
1. You ...