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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
