Executive Support Specialist

1 week ago

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

£33,000 - £35,000 + Benefits


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 our clients.


Our company's number one priority is to ensure the individuals and businesses we work with are in the best possible financial position for their long-term future. We help our clients to pursue their wealth management goals through face-to-face financial planning advice, astute investment management and by utilizing our access to the Partnership of St. James's Place Wealth Management.


Applications are particularly encouraged from individuals with previous experience of the financial services sector and an understanding of associated practices and industry terminology.


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 our 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 our office;
  • 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 stationery.


Skills & Experience


  • Previous successful experience as a Personal Assistant or Executive Assistant, ideally in the financial services industry;
  • CRM proficiency;
  • Exceptional organizational, administrative and prioritization 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;
  • Organized and pro-active with a clear and structured approach;
  • Professional, polite and approachable;
  • Ability to work at pace, without losing focus.


This is a fantastic opportunity for an experienced Executive Assistant to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity 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.

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