Administrative Support

Salary: £25,000 - £40,000 FTE (20 hours, 4 hours a day, part time / In Office) Part Time ( Salary will be on a pro rata basis) with the potential to go full timeWorking as part of the team at Collett Wealth Management who are an Appointed Representative of St. James''s Place Plc.An excellent opportunity has arisen for a professional Administrative Support to work in Tenterden. You will be part of a fast-paced team managing the work generated by the Partner and Adviser team offering support as required. This business is well established and highly successful. You will be employed by the Practice.The Role: Administrative SupportYou will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice You will be responsible for managing Salesforce (CRM system) and keeping all client details up to date You will manage and collate key data for reports and portfolio reviews You will answer the telephone and deal with queries from clientsManaging the database of clients and diary management for the Partner and Advisors You will send correspondence to clients via email, Docusign and/or postYou will be a point of contact for clients and third parties dealing with general enquiries You will be processing business and liaising with SJP admin teams Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.The Person: Administrative SupportThis is an ..... full job details .....