Pa / Executive Assistant

2 weeks ago


Burgess Hill, United Kingdom Artemis Recruitment Consultants Ltd Full time

Financial Services

Burgess Hill

03/02/2023

Type of Position: PA / Executive PA
Pay: Negotiable

**PA / Executive Assistant - Burgess Hill**:
Our client is looking for an experienced Executive Assistant to provide in their Practice in Burgess Hill.

**Responsibilities**:

- Director of first impressions
- Client and prospect client communication
- Managing multiple diaries which will chop and change frequently
- Be open to using new technology to support this e.g. Calendly, Salesforce etc
- Building relations with clients and external executive assistants to ensure a smoother transition to booking meetings within a timely manner
- Driving forward a review meeting schedule to ensure all clients are contacted throughout the year and offered the opportunity for a meeting /call
- Documenting and recording the review meeting process via the appropriate CRM - Salesforce
- Ensuring meeting follow up is completed in a timely manner and referrals to external providers are followed through

**Other responsibilities**:

- Providing support with Client Events
- Providing the Director with support on personal matters
- Daily/weekly meeting with Operations Manager to provide an overview on activity levels

**Key attributes required for the role**:

- Professional
- Personable approach
- Confidence
- Experienced with Microsoft Office and One Note
- Experienced with Salesforce (desirable but not essential)
- Experience with dictated meeting notes (desirable but no essential)


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