Jacqueline Keith Email & Phone Number

Scotland, United Kingdom

I provide tailored support to St. James's Place Wealth Management Partners and Advisors.

Glasgow, Scotland, United Kingdom

Within this role I provide a high level of technical and administrative support to Financial Advisors and clients within the Practice. I am trained on all St. James’s Place company platforms (Outlook, Sales Force, My Practice, Ibus, Docusign & Qwil) and achieved a Gold St James's Place Partner Support Specialist Accreditation. Duties & Responsibilities:Administrative Support, Diary & Email Management, Travel Arrangements, Meeting Preparation, Managing Compliance Documentation, Updating Company Data Bases, Client Liaison, Processing Investment/Disinvestment Transactions, Business Submission, Progress Applications and Liaise with Third Parties to Ensure Timely Case Issue, Assist and Attend Client & Charity Events.

Glasgow, Glasgow City, United Kingdom

In this position I provided one to one support to a Senior Partner using all St. James’s Place company platforms (Outlook, Sales Force, My Practice & Ibus).Duties & Responsibilities:Administrative Support, Diary & Email Management, Travel Arrangements, Preparation of Meeting Rooms & Client Files, Business Submission, Case Tracking and Liaising with Product Providers.