Senior Administrative Assistant
7 days ago
Company: HR Services and Solutions
Job Title: Senior Personal Assistant
Job Type: Full-time
Location: On-site
Job SummaryWe are seeking a highly skilled and experienced Senior Personal Assistant to join our team at HR Services and Solutions. As a Senior Personal Assistant, you will provide administrative support to our experienced Client Managers, working closely with the Administration Manager and established team of Administrators.
Key Responsibilities- Provide proactive and dedicated assistance to Advisers, including managing their diaries and arranging client meetings.
- Contact clients by telephone, email, or portal to ensure that the processing of their advice is not held up.
- Liaise with internal and external stakeholders, such as providers, to chase outstanding requirements.
- Prepare meeting packs and papers, ensuring they are ready for client appointments and processing new business.
- Key illustrations, projections, and valuations, and raise invoices where required.
- Ensure all remuneration records are correct, actively chasing providers and clients where remuneration is outstanding.
- Comply with the Compliance and Training and Competence Procedures of the Company.
- Action post in and out, sort, prioritize on receipt, scan, and refer to appropriate advisers as and when applicable within acceptable time scales.
- Prioritize and action all activity entries allocated for clients, taking into consideration all the work being undertaken for the clients allocated to you.
- Experience of working within a financial services environment.
- Experience of dealing directly with customers.
- Experience of being a first point of contact for the adviser.
- Ability to manage diaries/booking client meetings.
- Good meet and greet clients/guests skills.
- Ability to support team members and work as a one-team mentality.
- Able to manage multiple tasks and activities.
- Preferred: Knowledge of Curo and Dynamic Planner, oversight and data quality monitoring experience.
- Death in Service (4 x annual salary).
- Private Medical Insurance.
- Group Income Protection.
- Healthcare cash back plan.
- Pension 5% employer contribution, 3% employee contribution.
- Discretionary bonus based on company and personal performance.
- 28 days + 8 bank holidays, entitlement will rise 1 day per calendar year of service, up to a maximum of 30 days for each additional.
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