EA/Support Team Manager, City 22757
£60,000 + benefits
Are you a proactive, professional EA with strong leadership capability, extensive experience within a wealth management environment and a thorough understanding of regulatory standards?
Would you thrive in a role with wide reach, taking responsibility for 1st class support to executives, mentoring a team of administrators and ensuring operational efficiency?
A well-established and growing wealth management firm is seeking an experienced and highly organised Executive Assistant / Support Team Manager to play a pivotal role in supporting senior leadership and overseeing the day-to-day operations of the client support function.
What you’ll be doing day to day:
Support Team Management
* Manage, mentor and delegate workload across the Support Team
* Create, review and enhance internal workflows and operational processes
* Act as the primary liaison with external service providers for queries, developments and system enhancements
* Oversee the preparation and distribution of quarterly investment reports and client documentation
* Supervise client onboarding and review processes, ensuring accurate documentation and timely system updates
* Coordinate with external PR advisers to produce quarterly newsletters and website content
* Organise and coordinate internal staff events
Executive Assistant Responsibilities
* Provide high-level administrative and organisational support to the CEO and COO
* Organise Board and Management meetings, including agenda preparation and minute-taking
* Ensure effective follow-up on key actions arising from meetings
The skills you need to bring:
* Experience as an Executive Assistant with some team management responsibilities
* 5 years’ experience in a similar role, ideally within a wealth management firm
* Outstanding organisational skills and the ability to prioritise effectively
* Strong written and verbal communication skills
* A professional, client-focused approach with a commitment to delivering exceptional internal and external service
* Approachable, with excellent relationship building skills
* Strong awareness of the FCA regulatory environment