Overview:
Our client is looking for an Executive Assistant to provide both effective support to the manager and a highly efficient, outward facing portfolio administration service to clients. This is a fantastic opportunity for an experience Executive Assistant to join a dynamic, highly ambitious team. There is genuine career development opportunities for the right candidate.
* Based in Woking
* £36,000 - £40,000 per annum
* Monday – Friday, 9am – 5:30pm
* 25 days holiday per annum
Job specification:
* Provide a comprehensive administrative support service, including diary management.
* Field telephone calls and handle all enquiries in a professional and courteous manner – ensuring all messages are efficiently passed to the relevant team member, resolving queries where possible.
* Manage all incoming and outgoing post in a confidential manner.
* Manage team diaries and calendars for internal and external meetings, allowing for travel times between meetings etc.
* Regularly maintain and update client databases.
* Work alongside the manager to ensure the effective management of general office, facilities.
* Assist in all business-related tasks e.g. financial illustrations ensuring accurate completion and within regulatory deadlines.
* Providing portfolio analytics and generating review packs.
* Provide support in the research and data gathering required to review and assess clients’ existing pensions and investment arrangements.
* Assist in the preparation of client files for review meetings.
Person specification:
* Previous successful experience as a Personal Assistant or Executive Assistant, ideally in the financial services industry.
* CRM proficiency.
* Exceptional organisational, administrative and prioritisation skills.
* High levels of integrity - must be discreet and trustworthy.
* Possess strong communication and interpersonal skills with the ability to liaise with colleagues at all levels within the business.
* Proficient using all MS Office programs such as Outlook, PowerPoint & Teams.
* Organised and pro-active with a clear and structured approach.
* Professional, polite and approachable.
* Ability to work at pace, without losing focus.
Additional Information:
* Based in Woking
* £36,000 - £40,000 per annum
* Monday – Friday, 9am – 5:30pm
* 25 days holiday per annum