Executive Assistant

3 months ago

London, United Kingdom Vantage Wealth Management Full time

Vantage Wealth Management, a progressive financial advisory firm committed to enhancing accessibility to financial advice in the UK, is currently seeking a qualified individual to join our dedicated team as an Executive Assistant. This position is an opportunity to work closely with the Managing Director for a growing and ambitious St James’s Place practice. We are looking for someone with excellent administrative and organizational skills who is eager to expand their expertise in the dynamic and fast-paced world of finance.

As an Executive Assistant, your responsibilities will include:

- Managing the Managing Director's schedule and coordinating client appointments
- Assisting the Managing Director in managing and preparing advice cases
- Ensuring compliance with regulatory standards and efficient tracking of end-to-end business processes
- Compiling information and valuations for client reviews
- Maintaining accurate and up-to-date client information in the management system
- Serving as the primary point of contact for client administrative inquiries and communicating with clients and third parties
- Ensuring an adequate supply of high-quality office stationery and equipment
- Implementing and maintaining effective systems, processes, and procedures to optimize client meetings
- Supporting the Director in monitoring compliance, licensing, CPD, and regulatory requirements
- Managing events and general office tasks to assist the practice
- Demonstrating a professional attitude, delivering timely and high-quality support

**Job Types**: Full-time, Permanent

**Salary**: £23,000.00-£26,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: VWMEA04

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