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Personal Assistant to the CEO
Nottingham (our ref AL1348) - hybrid
Salary to £35,000 dep on exp + benefits
My client is an award-winning wealth management organisation and they now have an exciting new opportunity for an individual with experience in the wealth management industry to join their team.
Purpose of the role
To provide high quality support to the CEO. This is an important role where the job holder is often considered to be the voice and the face of the CEO both internally and externally. Being able to think independently, work through problems systemically and calmly and being able to communicate effectively are key parts of the role.
Key responsibilities
- To act as first point of contact for clients and colleagues and have the knowledge and expertise to know which issues and queries need to be referred to the CEO
- To control and manage the CEO’s diary
- Ensure that the CEO has all the necessary information and documentation for scheduled meetings and ensure that action points from meetings are diarised and actioned accordingly
- Ensure potential new clients are checked on the system at the first available opportunity
- Order Valuations/Wealth Reports as required
- Ensure the administration of the CEO’s portfolio is exemplary and sets the standard for the other Advisers
- Occasional support as required by the MD
- Maintain effective diary system to ensure clients are offered review meetings at the appropriate time
- Contact clients and book review meetings
- Prepare meeting packs for CEO including valuations and all other relevant documents required
- Construct appropriate post meeting letter for issue to clients from CEO notes
- Meet & Greet CEO’s clients’ when meetings are held onsite
- Give any Letters of Authority bought back from client meetings to relevant Admin who co-ordinate the Letters of Authority system
- Process change of address requests
- Notify any Death claims via systems
- Client celebration cards and sympathy cards to be arranged as necessary and sent to clients
- Deal with any withdrawal requests
Skills and Experience
- Ability to work effectively and efficiently in a fast moving and changing business environment
- Developed interpersonal skills and a professional and warm client facing and telephone manner
- Ability to relate to the pressures on the CEO and ensure an effective and efficient two-way relationship
- Team Player
- Product and wealth management market knowledge would be desirable
- Knowledge and understanding of Company systems and procedures would be an advantage
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
