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Executive assistant

Wolverhampton (West Midlands)
Permanent
Team Support Group Ltd
Executive assistant
Posted: 29 April
Offer description

Highly organised, proactive and client-focused Executive Assistant ro support a team of Financial Advisers within a wealth management practice. You will * Manage adviser's calendars, email inboxes, and scheduling priorities * Track key tasks, follow-ups, and deadlines * Assist with preparing presentations, meeting preparation packs and internal meeting notes * Maintain client records and ensure documents are updated on Salesforce and other relevant systems. * Process adviser expenses, invoices, and reimbursement forms * Coordinate travel arrangement and logistics as needed PREVIOUS EXPERIENCE REQUIRED * Preferably in wealth management or finance services * Strong organisational and multitasking abilities with high attention to detail * Excellent written and verbal communication skills * Ability to work both independently and collaboratively in a fast paced setting. Get in touch for a full Job Description...

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