Executive Assistant

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