Wealth Management Executive Assistant

My client is a very well-established Wealth Management company based in Staffordshire, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has experience within financial services, to provide Executive PA support to the MD along with client administration. Experience in Financial Services is not essential but preferred, with enthusiasm and commitment in delivering a first-class service being paramount.

The Role:

Focus on Executive PA duties on a 1:1 basis with the MD, including diary management

Deal with the MDs confidential business needs

Be involved in administration associated with the MDs clients which may involve:

Making of appointment packs/General administrative duties where required.

Letter writing/Photocopying

Booking then preparing new and existing client appointment packs

Adviser diary management

Maintain clear and compliant records

Attend departmental meetings and training

Process new business applications

Ideal skills/experience:

Previous experience in an Executive PA position and also Administration within the Financial Services sector

Experience of handling work of a confidential nature

Thrives in a fast-paced environment.

Understanding of regulations/compliance (advantageous).

A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, • Well-presented.

Self-motivated and organised, with a good work ethic.

Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision.

Able to stay focused on tasks, despite distractions and interruptions.

Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process.

Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change.

Salary is dependent on experiece