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Part-Time PA Part-Time PA

4 weeks ago

Durley Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time €25,000 - €40,000

Personal Assistant (Wealth Management) - Durley
Personal Assistant (Wealth Management) - Durley
Earn up to £40k with benefits, depending on experience. Diary and inbox management
Weekly stats – meetings to be uploaded to CRM and KPI platforms
Client servicing: compliance, servicing and scheduling reviews
Prospect servicing –
Developing a training programme with Managing Director to identify key skills gaps and training needs for all members
Liaising with team to arrange training
Conduct regular spot checks on file notes to ensure quality and consistency
Help with addressing issues and escalations that cannot be addressed by PAs or Advisors  
Demonstrable experience of building rapport and interacting with clients effectively.
A driven individual with a focus on client service and leading a high-performance culture.
Adaptable to change management plans and advocate to business initiatives.
Highly skilled and organised to manage multiple case management progress channels.
Strong numerical ability to analyse financial data and performance metrics.
Confidence and ability to influence senior stakeholders.
IT technically proficient including Office 365.
This position will be an office based role. Free parking is available on site. 
Part time hours will also be considered for this position.
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