westerham
Admin, Secretarial, PA
Permanent | Full Time
06/01/2025
21/11/2024
12/12/2024
We are seeking a tenacious and resilient Executive Support Administrator to provide high-level PA support to the Operations Director and administration support to the financial advisors. This is a hybrid role within a financial services firm based in Westerham.
If you thrive in a fast-paced environment, are highly organised with strong administrations skills and have experience in working within financial services; this is a fantastic opportunity to develop your career.
Key Responsibilities
* Provide PA support to the Operations Director, managing their diary and client appointments.
* Manage the Partner's inbox, including emails, delegated tasks, and deadlines.
* Deliver administrative support to the financial advisors.
* Manage client queries with effective communication and a professional approach.
* Prepare and maintain client files, ensuring compliance documentation is accurate and complete.
* Process applications with precision and oversee their timely completion with third parties.
Special Requirements
* Strong level of financial administration skills and experience within the financial services sector is essential.
* Knowledge of pensions and financial services.
* Proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel).
* Experience with client management systems such as Salesforce is desirable.
* Strong written and verbal communication skills with the ability to interact with high-level clients and building strong relationships.
* Exceptional organisational skills with a keen eye for detail.
* Ability to handle multiple tasks, manage time effectively, and remain calm under pressure.
Benefits
* Salary: £30,000 to £35,000 dependant on experience, with discretionary bonus (up to 12% of basic salary).
* Hours: Monday to Friday, 9:00 AM - 5:00 PM (one hour paid lunch) Hybrid role.
* 22 days holiday, plus additional days for your birthday, Christmas shopping and office closure during Christmas and New Year. Regular company lunches and Christmas lunch.
* Free on-site parking.
* Nest pension scheme.
* Private medical cover starting from day one.
* Regular company lunches, including an annual Christmas lunch.
Please submit your CV (in Word)
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