Practice Manager/ Personal Assistant

Job Description

Our client is looking a talented individual to join their thriving London office.Practice Management tasks:

• Ensuring Compliance throughout the Practice is efficiently monitored and up to date including regularly updating the Record of Processing document
• Monitoring the Workflow on i-business each week and ensuring items are completed or followed up as appropriate by the relevant PSS / adviser
• Preparing meeting agendas for the weekly and monthly team meetings
• Monitoring and regular updating of the Super Tracker
• Updating the Practice Manual, when required
• Liaison with the other PSS and paraplanners as appropriate to gather weekly stats and key updates on cases
• Monitor tasks and workloads of other PSS
• Assisting with the training and onboarding of new starters
• Co-ordinating / assist with any ad hoc projects such as BSPs etc
• Monitoring the business pipeline and ensuring new business is issued promptly - liaise each week with PSS / advisers to ensure that Head Office calls are done and all outstanding documents are submitted correctly and in a timely manner
• Liaising with the Director and ensuring that IAF / any adviser fee splits are correct
• Assisting with the practices ad hoc HR requirements including paperwork for new starters, DBS checks etc
• Assisting with the CPD monitoring for advisers, when required
• Any other duties within your scope of work in order to meet the needs of the business

PA to Company Director tasks:

• Diary management - scheduling of meetings, sending out appointment confirmations, travel arrangements etc
• Inbox management - monitoring, reviewing and picking up emails on the Directors behalf (where appropriate) and responding in a timely and professional manner
• Being the first port of call for all client queries
• Effective management of client data on the CRM
• Managing fund switches and client withdrawal requests; liaising with the Admin centres as necessary
• Preparing meeting packs for client meetings: checking information held for the client, ascertaining whether any forms / docs are required for the meeting, as well as preparing graphs etc through FE Analytics
• Preparing all formal correspondence and/or documents as required by the Director
• Logging client / key calls on Salesforce and taking detailed notes as appropriate
• Use of Salesforce to monitor tasks, note client actions and update client status

Attributes and Skills Required:

• Strong organisation skills with a proactive attitude
• Time efficient with a methodical approach to prioritising and/or delegating tasks
• Ability to prioritise own workload effectively and be self-motivated
• Excellent attention to detail
• The ability to multitask effectively and think outside the box
• Able to use own initiative coupled with a can do approach to problem solving
• Good knowledge of Salesforce
• Accurate typing with excellent English and grammar skills
• Smart and well presented, with a professional telephone manner
• IT proficient in Microsoft Outlook, Word and Excel
• Discretion, confidentiality and empathy towards staff when dealing with sensitive or personal matters
• Adaptable, flexible and an enthusiastic attitude to personal development

If you are interested in this position, please email your CV to Sam at Artemis.

Keyskills :
AssistantsFinancial ServicesManagementNumeracyOrganisational Skills