Pa & Administrator

2 weeks ago


London, United Kingdom Goodman Masson Full time

**PA & Administrator
Permanent
Offering between £24k-£28k per annum
Clerkenwell, London
Hybrid working (1-2 days in office)
About The Company**
This is a boutique wealth planner,**a**sset manger and employee benefits specialist. Staffed with some 105 individuals across 2 offices all expertly trained for the same mission: To help clients clearly understand your financial needs and aspirations,working with them towards achieving these over time.

**Roles and Responsibilities**
- Organise and diarise meetings on behalf of the Private Client Director
- Manage the Private Client Directors expenses and ad-hoc travel arrangements
- Manage post and all associated scanning and filing
- Work with the Private Client Director to prioritise tasks and manage the inbox
- Distribute agendas and information requests prior to client meetings where required
- Chase clients for paperwork and information
- Work with the Senior Private Client Administrator to manage daily admin workflow requests
- Use internal systems to manage data and workload in line with company processes and procedures e.g. DocuSign, Intelligent Office, and Volume
- Maintain distribution lists for central marketing and bulk communications
- Assist the Senior Private Client Administrator with valuation production and fund switches if required
- Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and Volume
- Run client risk tolerances and carry out anti-money laundering checks
- Ensure electronic client files are organised and updated, and easily accessible.

**Requirements**:

- 1+ years' experience in a PA, administration or reception/front of house role
- Experience of delivering client service at the highest level and ideally use of a CRM system
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with an extremely high level of attention to detail.

**Benefits**
- Excellent benefits package
- Offering between £24k - £28k per annum
- In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you._


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