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Assistant / Executive Assistant to CEO
2 months ago
Are you an experienced professional services industry support specialist keen to avoid the repetitive, long commute into London?
In order to maintain and build on our client's longstanding reputation for delivering service excellence to every one of their valued clients, a highly organised and experienced Executive Assistant, ideally with a professional services background, is required to join a growing wealth management practice specialising in providing strategic financial planning for private clients, trustees and corporate businesses. The successful EA will provide both effective support to the Practice Manager and a highly efficient, outward facing portfolio administration service to clients.
Our client's number one priority is to ensure the individuals and business they work with are in the best possible financial position for their long-term future. They help their clients to pursue their wealth management goals through face-to-face financial planning advice, astute investment management and by utilising their access to the Partnership of St. Applications are particularly encouraged from individuals with previous experience of the financial services sector and an understanding of associated practises and industry terminology.
Provide a comprehensive administrative support service, including diary management to the Practice Manager, Financial Advisors and the Senior Partners
Field telephone calls and handle all enquiries in a professional and courteous manner - ensuring all messages are efficiently passed to the relevant team member, resolving queries where possible
Manage team diaries and calendars for internal and external meetings, allowing for travel times between meetings etc.
Regularly maintain and update client databases
Work alongside the Practice Manager to ensure the effective management of general office, facilities
Assist in all business-related tasks e.g. financial illustrations ensuring accurate completion and within regulatory deadlines
Provide support in the research and data gathering required to review and assess clients' existing pensions and investment arrangements
Previous successful experience as a Personal Assistant or Executive Assistant, ideally in the financial services industry
CRM proficiency
Proficient using all MS Office programs such as Outlook, PowerPoint & Teams
This is a fantastic opportunity for an experienced Executive Assistant to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients. Genuine career development opportunities exist for the right candidate alongside a competitive salary based on experience and an attractive benefits package including up to 25 days holiday.
