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Company Description
Future Wealth Management is a Senior Partner Practice of St. James’s Place Wealth Management, known for their expertise in wealth management. They offer tailored financial services including investment planning, retirement planning, inheritance tax planning, protection services, mortgage arrangements, and tax planning. Building long-term relationships based on trust and understanding is crucial to their approach.
Role Description
This is a full-time on-site role for an Administrative Assistant located in Gillingham. The Administrative Assistant will be responsible for providing administrative support, handling phone calls with professionalism, maintaining communication with clients, assisting with executive administrative tasks, and utilizing clerical skills to ensure smooth operations.
Qualifications
* Proficient in Phone Etiquette and Communication
* Strong Clerical Skills
* Attention to detail and organisation
* Ability to multitask and prioritize tasks effectively
* Proficiency in Microsoft Office
* Experience in the financial services industry is recommended; however, full training is provided
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Administrative
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