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Personal Assistant to Managing Director

3 months ago

Castle Donington, United Kingdom Hallam Wealth Ltd Full time

Role purpose:
To provide support to the Partner in all aspects of business operations within the practice.

Key duties and

responsibilities:

- Manage the Partner’s diary and client appointments;
- Ensure office stationery/equipment is of sufficient quality, quantity and up to date;
- Make travel bookings and travel arrangements as required for the Partner;
- Liaise with clients and third parties in relation to the Partner’s practice and act as the first point of contact for client administrative queries;
- Support the Partner to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards;
Knowledge and experience:

- Previous experience in a PA/office support role, ideally in financial services or IFA practice;
- Knowledge of relevant FCA regulation (desirable);
- Experience of setting up and maintaining systems, processes and procedures;
- Experience of client management systems such as Salesforce (desirable). Skills and behaviours:

- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Good organisation skills;
- Strong attention to detail;
- Manages time effectively with the ability to multi-task;
- Keeps calm when faced with conflicting demands and handles these effectively;
- Demonstrates a professional, proactive and positive attitude;
- Works well on own tasks as well as on shared goals as part of a team;
- Open to change with a creative approach to problem solving

**Salary**: £20,000.00-£22,500.00 per year

**Benefits**:

- Flexitime

Work Location: Hybrid remote in Castle Donington

Application deadline: 20/07/2024
Reference ID: HWPA001