Senior Administrator​/Personal Assistant

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. 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.

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 queri...