PA / Receptionist / Executive Assistant - Financial Services

Job Title: PA / Receptionist / Executive AssistantLocation: Trowbridge, WiltshireSalary: CompetitiveJob Type: Permanent, Full TimeAbout us:The key objective of the role is to assist with the efficient, effective running of the practice and ensuring that clients are served well, the team is working productively and harmoniously, and contributing to the profitability and success of the practice.About the role:The Role of the PA is primarily to assist the partners in managing the practice and in fulfilling their roles. The role of the receptionist is to be the front of office. The role of the Executive Assistant is to support the partners in ensuring the smooth running of the office and the premises. The role may also involve providing administration and support generally as and when required. This will include admin support to the Compliance Officer and the Money Laundering Reporting Officer.PA Duties:Scheduling appointments for the financial planners and partners, and clients and confirming appointments, and managing calendars.Reminding financial planners of appointments and ensuring that the technical team have prepared the necessary documentation in good time for the financial planners ahead of client appointments.Ensuring that the meeting room is booked and available for appointments and meetings, and that parking is available for visitors when needed.Ensuring all client reviews are scheduled and letters to clients are sent in good time and followed up when not responded ..... full job details .....