Personal Assistant

Personal-Assistant

Location:-Chichester

Salary:30,00035,000-plus-Benefits-(DOE)

About-the-Role

Our-client,-a-well-established-and-highly-respected-Financial-Services-practice,-is-seeking-an-experienced-and-proactive-Personal-Assistant-to-provide-comprehensive-support-to-senior-advisers-and-the-wider-team.

This-is-a-varied-and-fast-paced-role-that-would-suit-an-organised-professional-who-thrives-on-managing-multiple-priorities,-has-exceptional-attention-to-detail,-and-is-comfortable-working-within-a-client-focused-environment.-Previous-experience-within-Financial-Services,-Wealth-Management,-Financial-Planning,-or-a-similar-regulated-environment-would-be-highly-advantageous.

A-key-aspect-of-the-role-will-involve-attending-client-meetings,-producing-detailed-and-accurate-post-meeting-summaries,-and-ensuring-all-follow-up-actions-are-documented-and-completed-efficiently.

Key-Responsibilities

Executive-&-Administrative-Support

• Provide-day-to-day-support-to-senior-advisers-and-directors.
• Manage-diaries,-appointments,-and-meeting-schedules.
• Organise-client-meetings,-including-preparation-of-documentation-and-meeting-packs.
• Handle-correspondence,-telephone-enquiries,-and-client-communications-professionally-and-confidentially.
• Coordinate-travel-arrangements-and-other-administrative-requirements.

Meeting-Support-&-Documentation

• Attend-client-meetings-where-required.
• Produce-clear,-concise,-and-professional-post-meeting-summaries-and-client-notes.
• Record-actions,-recommendations,-and-follow-up-requirements-accurately.
• Ensure-meeting-records-comply-with-internal-procedures-and-regulatory-requirements.
• Track-outstanding-actions-and-ensure-timely-completion.

Client-Relationship-Management

• Act-as-a-key-point-of-contact-for-clients.
• Deliver-a-high-level-of-customer-service-and-maintain-strong-professional-relationships.
• Assist-with-client-onboarding,-documentation,-and-ongoing-servicing-requirements.
• Liaise-with-providers-and-third-parties-to-obtain-information-and-progress-client-cases.

General-Office-Support

• Maintain-accurate-records-and-filing-systems.
• Support-compliance-and-administration-processes.
• Assist-with-project-work-and-business-initiatives-as-required.
• Contribute-to-the-smooth-running-of-the-practice-and-wider-team.

Systems-&-Tools

• Microsoft-Office-Suite-(Word,-Excel,-Outlook,-PowerPoint)
• CRM-systems
• Salesforce-experience-would-be-preferred

About-You

We''re-looking-for-an-individual-who-is:

• Highly-organised-with-excellent-time-management-skills.
• A-confident-communicator-with-strong-written-and-verbal-communication-abilities.
• Experienced-in-producing-accurate-meeting-notes,-summaries,-and-professional-documentation.
• Comfortable-managing-confidential-and-sensitive-information.
• Able-to-work-independently-whilst-supporting-a-busy-team.
• Detail-oriented-with-excellent-proofreading-and-administration-skills.
• Proactive,-professional,-and-client-focused.

Desirable-Experience

Previous-experience-as-a-Personal-Assistant,-Executive-Assistant,-or-Senior-Administrator.

Experience-within-Financial-Services,-Wealth-Management,-Financial-Planning,-Banking,-or-a-regulated-professional-services-environment.

Understanding-of-Financial-Services-terminology-and-processes.

Experience-producing-client-meeting-summaries,-suitability-reports,-or-technical-documentation.

If-you''re-looking-to-join-a-professional-and-growing-Financial-Services-practice-where-you-can-play-a-key-role-supporting-advisers-and-delivering-an-exceptional-client-experience,-we''d-love-to-hear-from-you.