Wealth Management Executive Assistant

My client is a very well-established Wealth Management company based in Staffordshire, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has experience within financial services, to provide Executive PA support to the MD along with client administration. Experience in Financial Services is not essential but preferred, with enthusiasm and commitment in delivering a first-class service being paramount. The Role: Focus on Executive PA duties on a 1:1 basis with the MD, including diary management Deal with the MDs confidential business needsBe involved in administration associated with the MDs clients which may involve:Making of appointment packs/General administrative duties where required.Letter writing/PhotocopyingBooking then preparing new and existing client appointment packsAdviser diary managementMaintain clear and compliant recordsAttend departmental meetings and trainingProcess new business applicationsIdeal skills/experience:Previous experience in an Executive PA position and also Administration within the Financial Services sectorExperience of handling work of a confidential natureThrives in a fast-paced environment.Understanding of regulations/compliance (advantageous).A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, • Well-presented.Self-motivated and organised, with a good work ..... full job details .....