Up to £50,000 + Great Benefits
Are you an experienced C-suite Executive Assistant keen to avoid the repetitive, long commute into London?
In order to provide comprehensive support to the CEO in all aspects of business operations within the practice, including ad-hoc personal support when required, a highly organised and experienced Executive Assistant, ideally with a financial services background, is required to join a growing wealth management practice.
Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses.
As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.
Applications are particularly encouraged from individuals that share our client's focus on quality, team work, continuous development and client care.
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
To 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.
Skills & Experience
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 a wonderful opportunity for an experienced Executive Assistant to join a dynamic, 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.
Apply now!
#J-18808-Ljbffr
Are you an experienced C-suite Executive Assistant keen to avoid the repetitive, long commute into London?
In order to provide comprehensive support to the CEO in all aspects of business operations within the practice, including ad-hoc personal support when required, a highly organised and experienced Executive Assistant, ideally with a financial services background, is required to join a growing wealth management practice.
Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses.
As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.
Applications are particularly encouraged from individuals that share our client's focus on quality, team work, continuous development and client care.
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
To 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.
Skills & Experience
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 a wonderful opportunity for an experienced Executive Assistant to join a dynamic, 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.
Apply now!
#J-18808-Ljbffr
