Personal Assistant

3 weeks ago


Chippenham, Wiltshire, United Kingdom Old Mill Full time
Key Responsibilities

We are seeking a highly organized and proactive Personal Assistant to join our Rural Team in Chippenham.

You will be working closely with an ambitious adviser, managing diary invites in Outlook to coordinate deadlines and client expectations.

Key tasks include helping respond and file client emails, prioritizing workload for the adviser and team, and establishing a good rapport with clients.

You will be a vital touchpoint for clients, ensuring timely and accurate communication.

Building a knowledge base of procedures, problems, and resolutions, you will effectively communicate with the team and clients daily to ensure workflow continuity.

We are looking for someone who is extremely organized, able to work to moving deadlines, and proactive in their approach to work.

Requirements

Ideally, you will come from a professional services or customer service environment and have proven administrative skills.

Confident in your computer abilities, you will work daily with online systems such as Microsoft Teams, CRM platforms, accounting software, and document management systems.

Benefits

We offer a benefits package designed to support your personal and professional growth:

  • Generous Holiday Allowance – 25 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days.
  • Celebrate Your Birthday – Enjoy an extra day off.
  • Employee Assistance Programme – Confidential support available 24/7 for your mental, physical, and financial wellbeing.
  • Ongoing Professional Development – Full funding for your professional qualifications, with continuous learning opportunities.
  • Perks and Discounts – Access to exclusive employee discounts on a wide range of products and services.
  • Pension Scheme – A competitive pension to help plan for your future.

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