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Personal Assistant/ Office Coordinator (Financial Services) - Poole

Posted 3 January by Recruit UK Ended

The firm provides holistic financial planning which includes retirement planning, investment advice, mortgage advise and protection. Due to business growth, they require a Personal Assistant/Office Coordinator to support the overall functions of the business to enable the business to continue its success.

The candidate is required to have a background in compliance and financial services, and will work on a one to one basis with the managing director as well as working alongside the companies Financial Planners, Administrators and Paraplanners, providing high quality support.

Key Responsibilities

  • Administrative support for the Director with the general coordination of the office
  • Ensure all compliance matters are in order
  • Front line contact and liaison for and on behalf of the Director
  • Liaising with clients on behalf of the Director
  • Assisting the Director with estate management
  • Meeting and greeting visitors
  • Minute taking of meetings when required
  • Travel and accommodation booking when required
  • Dealing with technical issues that can occur in the office & liaising with the relevant experts
  • Providing support for other staff members and covering where necessary
  • Completion of timesheets to accurately record time taken to undertake tasks
  • Monitoring files and checking cases are compliant
  • Monitoring current cases being worked on in accordance with directors’ instructions
  • Implementation of Directors’ ideas regarding the advancement of the business

Successful Candidate will require

  • A background in financial services
  • Excellent written & communication skills
  • Highly organised with the ability to manage own workload, working under pressure with a high level of accuracy
  • IT literate in the use of Word, Excel and Outlook
  • Excellent time management
  • Attention to detail

Unfortunately, there are no regular buses to the location, therefore the candidate would have to provide transport to and from work.

For more information on this role, please contact Keely Parsons on 01179-170417, quote reference 11976

Reference: 33686817

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