Wealth Management Support Associate

2 weeks ago


City Of London, United Kingdom Aldrich & Co. Full time
Job Title: Wealth Management Support Associate

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.
Requirements:
  • 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.
Benefits:
  • 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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