Personal Assistant to a Wealth Management Team
5 days ago
The role of a Senior Personal Assistant is to provide high-level administrative support to a Financial Adviser in a Wealth Management team. The successful candidate will be responsible for ensuring the smooth day-to-day operation of the office and will work closely with the adviser to deliver excellent client service.
Key Responsibilities:
- Diary management and email filtering to ensure efficient communication
- Weekly statistics preparation and uploading to CRM and KPI platforms
- Client servicing, including compliance, servicing, and scheduling reviews
- Prospect servicing and managing multiple case management progress channels
- Actioning tasks based on received information and preparing meeting packs
Requirements:
- Demonstrable experience in building rapport and interacting with clients effectively
- A driven individual with a focus on client service and leading a high-performance culture
- Adaptability to change management plans and advocating business initiatives
- Strong numerical ability to analyse financial data and performance metrics
- IT technical proficiency, including Office 365
Working Arrangements:
This is an office-based role with free parking available on site. We offer a competitive salary package, reflecting the location and industry standards.
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