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Senior Administrator / Personal Assistant

Company

St. James's Place Wealth Management

Location

gloucester, United-Kingdom

Type

Full-time

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. James s Place Principal Partner Practice in Bristol.

You will be working closely with the Partner and offering support as required. As this is a small family practice, the role will include an element of general administration alongside the PA and client servicing duties and you will be comfortable in providing end to end support.

Role Responsibilities

  • 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...

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