Executive Assistant

3 months ago


Norwich, United Kingdom Interaction Recruitment Full time

**Executive Assistant with Financial Services Experience**

**Salary: £22k to £30k depend on experience**

**Full Time or Part Time**

**Working hours 9am-5.30pm (1 hour lunch break)**

**Location: NR6**

**Permanent position**

Our client, a friendly financial services company based in NR6 is looking for a Personal Assistant to join their growing team.

This is a great opportunity for someone with Financial Services Experience interested in this type of role administrative and support role.

**Duties will include, but will not be limited to**:

- Diary management
- Answering queries from clients
- Work in a team with adviser to help achieve targets
- Client information collection
- Preparing and submitting New Business Files
- Managing pipeline/case submission etc.
- Managing review process and bookings
- Completing reports
- Action outcome of reviews and audits
- Income reconciliation checks
- System updates
- Submitting requests to the business support team
- Ensure the Adviser meets company compliance requirements.
- Ensure all service levels are met for relevant clients and audited correctly
- Ensure that all data in the system is correct and up to date.
- Great customer service
- Good IT Skills
- Excellent time management skills
- High attention to detail and accuracy
- Ability to self-manage and be proactive
- Great communication skills



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