Senior Administrator - Partner Support Specialist
Senior Administrator - Partner Support Specialist Location: Wetherby, West Yorkshire (LS23)Salary: Highly Competitive with excellent benefits and bonusHours: 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. James''s 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 requiredContribute to the provision of an exceptional client experienceSupport colleagues across the team to meet operational needsPrepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etcClient servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to datePreparing cases for Paraplanners, ensuring collation of all required documentationNew and transfer business submissionLiaising with clients and dealing with client queriesThe Person: Senior Administrator - ..... full job details .....
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