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Permanent

Executive Assistant (EA) - Wealth Management Practice, St Albans, £35,000 - £45,000 (DOE),

St. Albans
money-bag 35000.00-35000.00 Annual
Posted 4 days ago

A successful St. James''s Place Practice based in St Albans is looking to appoint an experienced Executive Assistant to provide high-level administrative and organisational support to the senior leadership team.This is an excellent opportunity for a proactive and highly organised EA who enjoys working in a fast-paced professional environment and playing a key role in ensuring the smooth running of a busy wealth management practice.Key ResponsibilitiesProviding full executive support to senior advisers and directors, including diary management and meeting coordination.Managing client communications, ensuring a high standard of service at all times.Preparing meeting packs, client reports and documentation ahead of adviser meetings.Coordinating internal meetings, events and business activities.Supporting with practice operations, compliance administration and workflow management.Acting as a key liaison between advisers, clients and providers including Aviva, Fidelity International, Prudential plc, Aegon and Quilter.Maintaining accurate client records using back-office systems such as Xplan.Supporting wider operational tasks to ensure the practice runs efficiently.RequirementsPrevious experience as an Executive Assistant, Personal Assistant, or Senior Administrator within a professional services environment (financial services experience beneficial).Strong organisational and diary management skills.Excellent communication skills and a professional client-facing manner.Strong ..... full job details .....

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