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Executive Support Specialist
2 months ago
Job Summary
We are seeking a highly organized and experienced Executive Assistant to join our team at MaxAd Fixed Fee Recruitment. The successful candidate will provide effective support to our Practice Manager and deliver a highly efficient portfolio administration service to clients.
Key Responsibilities
- Training and upskilling of new starters in the team;
- Booking review meetings within relevant timescales;
- Preparing review packs for all relevant meetings;
- To prepare and check outgoing internal and external correspondence and reports, including confidential and sensitive information ensuring attention to detail;
- To deliver the highest standard of client care both internally and externally;
- Provide administrative support to the Advisers, including detailed meeting pack preparation, business submission, client requests, etc;
- Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM;
- Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills;
- Meeting and greeting clients and visitors to the Practice;
- Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales;
- Producing templated client letters and reports;
- Ordering and monitoring of office stationary.
Requirements
- Previous successful experience as a Personal Assistant or Executive Assistant, ideally in the financial services industry
- CRM proficiency
- Exceptional organisational, administrative and prioritisation skills
- High levels of integrity. Must be discreet and trustworthy
- Possess strong communication and interpersonal skills with the ability to liaise with colleagues at all levels within the business
- Proficient using all MS Office programs such as Outlook, PowerPoint & Teams
- Organised and pro-active with a clear and structured approach
- Professional, polite and approachable
- Ability to work at pace, without losing focus
What We Offer
This is a fantastic opportunity for an experienced Executive Assistant to join a dynamic, highly ambitious team with an impressive list of clients. Genuine career development opportunities exist for the right candidate alongside a competitive salary based on experience and an attractive benefits package including up to 25 days holiday.
