Senior Business Support Coordinator

1 day ago


Woking, Surrey, United Kingdom MaxAd Recruitment Ltd Full time
Job Title: Senior Business Support Coordinator

Job Summary:


We are seeking a highly skilled and experienced Senior Business Support Coordinator to provide comprehensive support to the CEO in all aspects of business operations within our wealth management practice.



Key Responsibilities:

  • Manage the CEO's diary, including booking review meetings within relevant timescales, scheduling ad-hoc meetings, and arranging travel.
  • Serve as the primary point of contact for the CEO's private clients, ensuring they receive timely meetings, regular contact, and exceptional service.
  • Prepare detailed review packs for all relevant meetings and follow up on action items post-meeting. Accurately update client files on Salesforce CRM.
  • To prepare and check outgoing internal and external correspondence and reports, including confidential and sensitive information ensuring attention to detail.
  • Deliver the highest standard of client care both internally and externally.
  • Provide administrative support to the CEO, including detailed meeting pack preparation, business submission, client requests, etc.
  • Answering incoming telephone calls, dealing confidently and effectively with clients, product providers, and third parties with professional and effective communication skills.
  • Extensive liaison with Admin Centres, providing information required to complete transactions within specific timescales.
  • Producing templated client letters and reports.
  • Support the CEO with occasional personal tasks, such as organising car insurance or assisting with travel arrangements.
  • Arrange appropriate client gifts - maintaining a personal touch and attention to detail.
  • Ad-hoc office tasks.


Requirements:

  • Previous successful experience as an Executive Assistant to a Director level individual, ideally in the financial services industry.
  • Experience of client management systems such as Salesforce.
  • Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
  • Proficient using all MS Office programs such as Outlook, PowerPoint & Teams.
  • Excellent written communication skills.
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).
  • Good organisation skills with strong attention to detail.
  • Able to maintain confidentiality & discretion.
  • Able to manage time effectively with the ability to multi-task.
  • Demonstrates a positive attitude.
  • Work well on own tasks as well as on shared goals as part of a team.
  • Open to change with a creative approach to problem solving.


This is an excellent opportunity for an experienced Senior Business Support Coordinator to join a dynamic and highly ambitious team with an impressive list of HNWI and celebrity clients. Genuine career development opportunities exist for the right candidate alongside a highly attractive salary and an attractive benefits package including 25 days holiday and breakfast and lunch provided daily.



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