Executive Coordinator
Marlow - Full time - Hybrid working
£27,000 - £28,000
We are looking for a fantastic administrator to join our team of Executive Coordinators supporting the client facing Executive Assistants with admin tasks associated with each clients requests. This is a great opportunity to start a career in financial advice with a clear progression path.
The Role:
- Provide day-to-day support to the Executive Assistants where required.
- Liaise with SJP admin centre, admin link
- Build relationships with all departments to ensure a smooth process
- Carry out all administration tasks that are required working through Monday.com and Sales force as your primary systems.
- Feedback to the EA and Confidential Financial Review information that is required.
- Must be effective in workload management and ensure a handover to the covering Executive Assistant is detailed and up to date.
- Request and produce any documentation that is required on all new and existing client business needs and send to the EA to liaise with the client.
Knowledge and skills:
- Technical knowledge - ability to adapt to new systems and have experience in recognition for efficiencies using technology.
- Diary management (Outlook)
- Awareness of other team members roles and how they all collaborate and work together.
- Share knowledge and experience.
- Great customer service skills via all types of communication.
Requirements
The Person
- Professional telephone manner, sound knowledge of the English language to produce professional and accurate paperwork.
- Excellent time management and prioritisation skills. Ability to work to tight and varying deadlines and the aptitude to juggle workloads.
- Takes responsibility and initiative for own workload.
- Enjoys working with a team and appreciated how this adds to the benefit of the whole team.
- Ability to foster strong relationships with, adapting to the different ways of working.
- Must be resilient and be capable of coping with the continuous challenges of the role as well as calm in pressured situations.
- A natural people person who is skilled at gaining trust and is a proven collaborator.
Benefits
- Hybrid working: 3 days in the office, 2 days wherever you work best
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days' holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
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What We Do
At EIGHT Financial Advice, a multi-award winning Principal Partner Practice of St. James's Place Wealth Management, we have a wide range of expertise and knowledge, developed over many years, to help people - both individually and in business - fulfil their aims and aspirations, as well as offering that all important 'peace of mind' for the future. Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. We aim to deliver our commitment by: - Providing personal face to face financial advice - Giving you the opportunity to review your financial affairs regularly - Effectively managing your investments via our distinctive approach - Keeping you informed of the latest news - Listening to your feedback - Offering you seminars and events We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop great relationships. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. EIGHT Financial Advice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at https://www.sjp.co.uk/products. The St. James’s Place Partnership and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. EIGHT Financial Advice is a trading name of Eight Wealth Management.
