PA to MD - London

Type of Position: PA to MD - London
Pay: £40k - £50k

Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistant and client servicing to the Managing Director of a Wealth Management firm.

Key Responsibilities of the Job

Ability to manage and prioritise internal and external demands to the Managing Partners

Diary management and client servicing to the Managing Partner

Ensure the MP is fully prepared for all meetings with all necessary documentation and information

Monitor and respond to emails throughout the day; actioning and responding to any client requests in a timely manner and prioritising inbox in accordance with requirements

Managing and ensuring client actions are completed using the task system

Structuring advice summary emails to the client within 6 months (checked by adviser) and 1 year (with no supervision) and be able to demonstrate understanding of the advice given.

Preparing Strategy Documents, LifePlans. Ensure all documents are appropriately personalised, accurate and comply with company standards- by close of business 5 full working days prior to the third meeting.

Preparing Voyant reports. Inputting the client's information in order to create a base plan, create 'what if' scenarios and generate reports

Business submission CFR

Preparing Analytics reports. Locating funds and pre-populating client portfolios, producing fund and performance analysis

Diary management - booking existing clients, prospect referrals plus all business-related meetings in.

Managing the client review meeting process

First point of contact; dealing with incoming telephone calls and emails

Proactively managing the LOA process and expediting information retrieval from external pension and investment companies

Meeting pack preparation - for existing and potential client meetings and binding these

Taking meeting notes of your own plus typing up the Advisers notes

Generating and booking in 5 kept meetings per month

Planning and managing client events

Creating new client records and keeping the information up to date

Submitting fund switches and obtaining product valuations

Confirming receipt of client's funds with SJP Admin Centres and informing the client

Client servicing actions i.e sending Birthday and Christmas cards

Any ad hoc requests the Partner may want you to undertake

Requirements to be successful at the Job

Highly motivated, with a great work ethic

Ability to work under pressure and meet deadlines

Committed to delivering first-class client service

Extremely organised with the ability to multi-task whilst maintaining strong attention to detail

Resilient personality

Accountable for own actions

Discrete and professional in all communication

Adaptable and flexible

Willingness to challenge in a constructive and non-confrontational manner. Example, using influencing behaviours with SJP admin centres and the Company's' Business Processing team

Self-motivated and willing to work at times in isolation and as part of a wider team

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