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Executive Assistant to Managing Partners

2 months ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Executive Assistant to Managing Partners

We are seeking an experienced Executive Assistant to join our team at Artemis Recruitment Consultants Ltd. As an Executive Assistant to Managing Partners, you will provide administrative support to our Managing Partners, ensuring the smooth operation of our Wealth Management firm in London.

Key Responsibilities:
  • Provide exceptional administrative support to our Managing Partners, including diary and inbox management, and ensuring timely completion of tasks.
  • Manage weekly statistics, including uploading meetings to CRM and KPI tracker, and maintaining accurate records.
  • Coordinate client servicing, including ensuring clients are signed up to e-briefings and online access, and checking completed LOAs.
  • Send tasks via CRM system and chase providers and clients for information.
  • Recommend updates to CFR in line with Voyant and send tasks via CRM system to EBS/Paraplanners.
  • Create handovers and send to relevant teams, and complete actions holding cases up with Admin/Providers.
  • Prepare meeting packs, including basic Voyant and expenditure questionnaire, and complete meeting notes, keeping trackers up to date.
  • Monitor pod alignment and working consistently with client processes, minimizing wastage and issues.
  • Develop and maintain reports and statistics for monitoring key client administration demands for Management Team Reports.
Person Specification:
  • Demonstrable experience of building rapport and interacting with clients effectively.
  • A driven individual with a focus on client service and leading a high-performance culture.
  • Adaptable to change management plans and advocate to business initiatives.
  • Highly skilled and organized to manage multiple case management progress channels.
  • Strong numerical ability to analyze financial data and performance metrics.
  • IT technically proficient including Office 365.