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Executive Assistant

2 months ago

Woking, Surrey, United Kingdom MaxAd Fixed Fee Recruitment Full time

Job Opportunity

£33,000 - £35,000 + Benefits

We are seeking a highly organized and experienced Executive Assistant to join our growing wealth management practice. The successful candidate will provide effective support to our Practice Manager and deliver a high-quality portfolio administration service to our clients.

Our company, MaxAd Fixed Fee Recruitment, is committed to helping individuals and businesses achieve their long-term financial goals. We provide face-to-face financial planning advice, astute investment management, and access to a network of professionals.

Key Responsibilities

  • Training and upskilling of new starters in the team;
  • Pre-meeting preparation and post-meeting follow-up, including accurately updating client files on our CRM system;
  • Answering incoming calls, dealing confidently and effectively with clients, product providers, and third parties;
  • Meeting and greeting clients and visitors to our office;
  • Ordering and monitoring of office supplies.

Requirements

  • Previous experience as a Personal Assistant or Executive Assistant, preferably in the financial services industry;
  • CRM proficiency;
  • Exceptional organizational, administrative, and prioritization skills;
  • High levels of integrity and discretion;
  • Strong communication and interpersonal skills;
  • Proficient in MS Office programs, including Outlook, PowerPoint, and Teams;
  • Organized and proactive with a clear and structured approach;
  • Professional, polite, and approachable demeanor;
  • Ability to work at pace without losing focus.

This is a fantastic opportunity for an experienced Executive Assistant to join our dynamic team and contribute to the success of our clients. We offer a competitive salary, attractive benefits package, and genuine career development opportunities.