Senior Administrator - Partner Support Specialist

Senior Administrator - Partner Support Specialist

Location:
Wetherby, West Yorkshire (LS23)

Salary:
Highly Competitive with excellent benefits and bonus

Hours:
Full time, Hybrid working

An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. Jamess Place Wealth Management plc.
You will be part of a fast-paced team managing the work generated by the Partner and offering support to the wider admin team as required.

The Role:
Senior Administrator - Partner Support Specialist

You will be providing a high level of administrative support to the Principal Partner whilst maintaining an excellent level of customer service to clients of the Practice including:

• Provide specialist Business Administration support to the Partner Principal and across the wider adviser team, when required
• Contribute to the provision of an exceptional client experience
• Support colleagues across the team to meet operational needs
• Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc
• Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up ...