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Executive Assistant

Heat Recruitment
Job LocationMarket Harborough
EducationNot Mentioned
Salary25,000 - 35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Executive Assistant / PA / Personal Assistant / Senior IFA Administrator / Administration Manager / Business Support / Sales Support / Adviser Support / Financial Planning / Wealth Management / Financial Administrator Location - Market Harborough, UK Salary - up to £35,000 dependent on experience Duration - Permanent, full timeA national wealth management practice are looking to bring in an Executive Assistant to assist in managing and coordinating a busy diary, booking a high volume of client meetings. You will be involved in all areas of the business providing exemplary administrative / adviser support to several senior team-members, including the managing director. As an Executive Assistant, your Key Responsibilities will include:

  • Manage the administration for the entire practice overseeing all tasks
  • Help with general office management when - especially when Directors are out of office
  • To provide administration and PA support to our Wealth Manager - e.g. preparing and sending account forms, maintaining accurate client information and regularly updating our case tracking system, processing withdrawals, ad-hoc personal tasks when needed
  • Supporting our clients with any requests via email and telephone
  • Taking responsibility to ensure all client communication is accurate and delivered in a timely manner, including emails, letters and proposals
  • Support event management for both internal team social events and client events
Whats on offer
  • Company pension
  • Flexitime
  • On-site parking
What nextApply today to be considered for this Executive Assistant opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we willaim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Executive Assistant / PA / Personal Assistant / Senior IFA Administrator / Administration Manager / Business Support / Sales Support / Adviser Support / Financial Planning / Wealth Management / Financial Administrator

Keyskills :
Administrative SupportFinancial PlanningWealth ManagementSales Support

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