An opportunity has arisen for an experienced administrator / Personal Assistant to deliver operational support to the MD and leadership team. We are a well established Wealth Management company, providing financial services to both private and corporate clients. Covering a broad range of daily tasks, including but not limited to; diary management, travel arrangements, email monitoring and management and direct client administration.
Key Duties and Responsibilities:
Provide high level professional support to the MD;
Diary management – scheduling client meetings, booking appointments, scheduling time for emails/calls etc;
Arranging business travel, including, but not limited to, client meetings out of office, internal meetings, flights etc;
Creating and updating client records and files accurately to ensure excellent client service;
Using relevant internal systems, including Salesforce, Ibusiness and My Practice to make sure that client information is logged correctly;
Preparing for client meetings;
Liaise with third parties to make sure client cases are processed accurately and in a timely manner;
Answering calls/taking messages/taking client queries;
Following up client meeting actions;
Management of MD's email inbox;
Management of own tasks within salesforce;
Produce Illustrations & payment forms (top ups etc);
Assist with MD's accounting/liaise with accountant where necessary;
Assist with Marketing/Events where necessary;
Working with the team, assist with other advisers where necessary or when MD is on holiday etc.
Person Specification:
Skills and behaviours:
Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
Excellent written communication skills;
Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
Good organisation skills;
Strong attention to detail;
Manages time effectively with the ability to multi-task;
Keeps calm when faced with conflicting demands and handles these effectively;
Demonstrates a positive attitude at all times;
Works 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.
Job Type: Full-time
Pay: £27,000.00-£34,000.00 per year
Additional pay:
Yearly bonus
Benefits:
Company pension
Flexitime
Work from home
Schedule:
Flexitime
Monday to Friday
Work Location: In person
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