Highly organised, proactive and client-focused Executive Assistant ro support a team of Financial Advisers within a wealth management practice.-

You will-

• Manage adviser''s calendars, email inboxes, and scheduling priorities-
• Track key tasks, follow-ups, and deadlines-
• Assist with preparing presentations, meeting preparation packs and internal meeting notes
• Maintain client records and ensure documents are updated on Salesforce and other relevant systems.
• Process adviser expenses, invoices, and reimbursement forms-
• Coordinate travel arrangement and logistics as needed-

PREVIOUS EXPERIENCE REQUIRED-

• Preferably in wealth managment or finance services-
• Strong organisational and multitasking abilities with high attention to detail
• Excellent written and verbal communication skills-
• Ability to work both independently and collaboratively in a fast paced setting.

Get in touch for a full Job Description-