Personal Assistant / Administrator – Wealth Management

We are recruiting for a Personal Assistant / Administrator for a wealth management company based in Moorgate, London. The role can be either 4 or 5 days a week (30 or 37.5 hours per week).

This is a great opportunity to join a very established and successful practice.

Role overview

The role will be working as one of a team of three people, and will support all of the PA / Administrative duties within the practice, supporting the Financial Adviser and the Technical Assistant

This role would suit an individual with proven PA / Admin skills, who can hold their own, and act in a pro-active manner to meet the needs of the business, and are self-motivated. A professional approach to work and clients is imperative, face to face, in writing and over the telephone.

Whilst the role would be suited to an individual seeking longevity in their next role in this particular capacity (PA/Admin), were the situation to arise where an individual wishes to progress in the world of wealth management, i.e. working towards the Level 4 diploma qualification, this shall be supported within the role.

requirements

PA/Client Servicing

Diary Management for the Partner on a daily basis
Booking existing and prospect client meetings
Updating internal client systems and spreadsheets as required
Full email inbox management
Responding to all non-technical queries in the practice, acting as the first point of contact in the organisation for incoming calls / visitors
Allocating actions arising from meeting notes onto task management system and ensuring these are completed by all team members.
Keeping tasks updated continually, adhering to internal service level standands
Keeping clients up to date on their cases, working closely with Technical Assistant, including issuing wealth accounts to clients on a regular basis
Ordering personalised gifts / sending birthday or Christmas cards or gifts to clients

Administration

Full administration support to the team, in a structured and pro-active manner
Using Outlook task systems and internal intranet systems
Managing office budgets and payments
Ordering stationery, practice brochures etc
Meeting and greeting clients
First point of contact answering telephones
Management of all social media sites, website, google etc
Scanning and filing all practice / client documentation both manually and on Cloud systems

Person specification

Organised, pro-active working manner
Naturally self-motivated, and able to work independently
Team player – assisting all team members in times of need
Professional in approach
Ability to speak to people of all levels with ease
Comfortable working within a financial services environment
Loyal and committed to the role long term

Technical experience

Previous experience in a similar role highly desireable (altbough not essential)
Computer literate, technically savvy
Microsoft Word, Excel & Outlook
SWIFT (ideal not essential)

Additional Information

Location: Moorgate, London, EC2R
Hours of work: Option of 4 or 5 full days a week – Monday to Friday, 8.30am – 5.00pm (30hrs or 37.5 hours per week)
Salary: £28,800 – £36,000per annum, pro-rata
Holiday: 20 days per annum, plus bank holidays
Status: Employed role

To apply for the role or for further information, please.