Wealth Management Support Associate
2 weeks ago
We are seeking a highly skilled and proactive Wealth Management Support Associate to join our team in Aldrich & Co. The successful candidate will have several years of experience as a PA in the financial services sector.
Aldrich & Co. is a leading global financial services company offering a unique opportunity for a Wealth Management Support Associate to make a real impact.
The role offers a flexible working arrangement of 3 days per week (with occasional 4-day weeks). This is an excellent opportunity for someone looking to balance their work and personal life.
Responsibilities:- Diary Management: Managing busy diaries and coordinating meetings with clients and colleagues.
- Liaising with Clients: Liaising with clients to ensure seamless communication and relationship-building.
- Client Hospitality: Organising client hospitality events and ensuring exceptional customer service.
- Travel Arrangements: Booking travel arrangements for clients and colleagues.
- Financial Administration: Handling invoices and expenses, as well as CRM tasks and desk administration.
- Experience: Solid Team Assistant (PA) experience from the financial services sector.
- Calm Under Pressure: Ability to remain calm and composed under pressure.
- Team Player: A strong team player with a sense of humour and a positive attitude.
- Confidentiality: Ability to maintain high levels of confidentiality.
- Technical Skills: Strong MS Office skills and ability to learn new software quickly.
- Bonus Scheme: Eligibility for a bonus scheme based on individual and team performance.
- Benefits Package: Comprehensive benefits package, including health insurance, pension scheme, and paid holiday time.
Estimated Salary: £45,000 - £49,000 per annum
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