Siamo recruitment has partnered with a well-established financial firm based in Swindon. This highly successful firm are seeking an enthusiastic Executive Assistant due to an impressive internal progression, that is eager to build a career that matters.

Elevate your finance career with a firm that is committed to building trusted long-term relationships and thrive in providing dynamic financial services. If being proactive is a natural attribute to yourself, demonstrate this skill and many more in a company that will appreciate your support and what you bring to their brand. Therefore, if this applies to you and you are passionate about the financial market, we want to hear from you!

As an Executive Assistant you will be reporting into the advisers to provide administrative and consultative support to enable a consistent smooth-running operation and allow the firm to focus on arising business opportunities.

This role is ideal for someone with prior experience in a reception or administration role and is looking for a great opportunity to advance your career.

The benefits of joining our client are:

25 days holiday (plus additional one each year)
Buy additional holiday allowance
Hybrid working after probation
Life cover 4x salary
Pay for relevant industry training materials, course and exams
No weekend work
Recruitment referrals bonus
2 hours off for your birthday
Fresh fruit, cereals and porridge provided daily

The Executive Assistance role will have the following responsibilities:

Completion of detailed meeting notes and updating the CRM system
Calendar and scheduling management of meetings
Administrative duties e.g., filing, typing, managing files, responsibility of phone calls
Due diligence and case submission
Provide support to the advisor with assistance to queries and emails
Follow up cases with clients and build strong relationships
Continuously be willing to learn and increase knowledge
Ensure client emails are responded to within 48 hours and return client phone calls within 24 hours

The ideal candidate for this role would have the following:

Ability to work in a team and transpose information
Understand the importance of client confidentiality
Experience in maintaining systems, processes and procedures
Ethical, professional and flexible approach to work
Great communication, interpersonal, listening and IT skills
Self-motivated with time management skills
Highly organised in maintaining client records, technical and compliance requirements
Full Driving licence and own vehicle