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- Executive Assistant
- Leeds City Centre LS2
- Salary 17k-20k depending on experience
- 22.5 hours pre week- 3 days a week
- Permanent position
- Contacting clients to arrange appointments for the advisers (annual reviews, business sign up meetings and any ad hoc meetings required). Updating Managing Director's outlook calendar and creating relevant meeting tasks in the CRM system.
- Acting as the first point of contact by taking all calls coming into the office, passing the call on to the appropriate person where possible and/or resolving queries/problems in a timely manner
- Complete post meeting letters for the basic Annual Review meetings.
- Preparing/tidying rooms for meetings with clients, greeting the client and preparing refreshments.
- Preparing client files for reviews
- Sending letters or emailing clients to confirm appointments, sending meeting preparation documents etc.
- Ensuring all client documentation is correctly recorded
- Being a trusted right hand to our Managing Director — handling diaries, calls, travel and meetings
- Reviewing emails, replying on behalf of director and diary management.
- Ideally 2 years in a personal assistant position
- Previous experience in an administration role
- Minimum A-C in GCSE Maths and English is Essential
- Ability to do diary management
- Great organising and planning skills
- Strong written and verbal communication skills
- Ability to work on your own and use your initiative and to also work well as part of a team
- Good telephone manner with the ability to build rapport and provide excellent customer service
- Accuracy and attention to detail
- Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook
- Exceptional organisational and multitasking abilities.
- Outstanding written and verbal communication skills.
- A proactive approach to problem-solving and process improvement.
- Generous holiday entitlement
- Pension
- Opportunity to progress
- Team days out
