Professional Services Assistant
2 weeks ago
**Key Responsibilities**
The ideal candidate will have the following skills and qualifications:
- Manage calendars and schedule client meetings
- Collaborate closely with Financial Advisors to provide proactive assistance
- Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
- Assemble meeting materials for Advisors before client meetings
- Raise invoices where required
- Database management
In return, we offer a competitive salary of £28,000 DOE, hybrid/flexible working, 28 days annual leave + bank holidays, and access to various benefits and training opportunities.
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