Senior Executive Support Specialist

4 weeks ago

Swindon, Swindon, United Kingdom Blue Arrow Full time

Position:
Executive Assistant

Compensation:
£25,000- £27,000 based on experience
Working Hours:
8:30 AM to 5:00 PM, Monday to Thursday; 8:30 AM to 4:00 PM on Fridays.

An Executive Assistant within a wealth management team is essential in delivering extensive support to high-level executives. Responsibilities encompass managing calendars, preparing documentation, handling communications, and acting as a bridge between executives and various stakeholders.

The ideal candidate should exhibit outstanding organizational capabilities, meticulous attention to detail, and the capacity to manage sensitive information with confidentiality.

Required experience in related fields or roles.

Key Responsibilities:

  • Ensure the CRM system is updated, maintaining accuracy and compliance with deadlines.
  • Address client emails within a 48-hour period and respond to calls within 24 hours.
  • Create comprehensive and clear notes for all client interactions.
  • Document actions effectively for proper follow-up and resolution.
  • Finalize and dispatch review meeting letters within 10 days following client meetings.
  • Thoroughly review briefing notes and fund information from the Head Office.
  • Proactively manage tasks from the Adviser, including client correspondence as necessary.
  • Consult with the Adviser regarding any advice-related inquiries.
  • Stay informed with updates from the Business Analyst forum and disseminate relevant information.
  • Build trust with clients to enhance the Adviser's reputation and effectively manage Funds Under Management.
  • Complete all required due diligence prior to submitting cases for Paraplanning.
  • Address inquiries from Paraplanning in collaboration with the Adviser.
  • Obtain any missing information directly from clients for case preparation.
  • Participate in client events to strengthen relationships and promote services.
Skills and Attributes:

  • Maintain composure and friendliness in challenging situations.
  • Experienced in managing systems, processes, and procedures.
  • Excellent communication, interpersonal, and listening abilities.
  • Capable of conveying complex information in a straightforward manner.
  • Strong research, analytical, and decision-making skills.
  • Exceptional client service orientation.
  • Self-driven with effective time management skills.
  • Highly organized in maintaining client records and compliance requirements.
  • Understand the significance of client confidentiality.

Benefits:

  • Hybrid working arrangements available after an initial period, with the expectation of being in the office or accompanying the Adviser as needed.
  • Opportunities for recruitment referrals.
  • Professional development opportunities.


Blue Arrow is proud to be a Disability Confident Employer and is dedicated to creating excellent work opportunities for exceptional individuals.

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