Administrative Professional

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full time
About the Role

This role involves managing calendars and scheduling client meetings, collaborating closely with Financial Advisors to provide proactive assistance, communicating with affluent and high-net-worth clients to ensure a seamless process and positive experience, assembling meeting materials for Advisors before client meetings, raising invoices where required, and database management.



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