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- Tasks: Provide admin support and manage client onboarding in a fast-paced environment.
- Company: Reputable financial services firm in the UK with a focus on private clients.
- Benefits: Gain valuable experience in investment management and develop your professional skills.
- Why this job: Join a dynamic team and make a real difference in client relationships.
- Qualifications: 1-2 years in client administration and strong MS Office skills required.
- Other info: Perfect for those who thrive in a client-focused, energetic setting.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in the United Kingdom seeks a PA to the Head of Private Clients. The role involves providing administrative support, managing client onboarding, and maintaining compliant records.
The ideal candidate will have 1-2 years of experience in client administration within financial services, strong communication skills, and proficiency in MS Office. This is a great opportunity for someone who enjoys working in a fast-paced, client-focused environment.
EA to Head of Private Clients — Investment Management employer: Aldrich & Co
Contact Detail:
Aldrich & Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land EA to Head of Private Clients — Investment Management
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. Sometimes, it's all about who you know, so don't be shy!
✨Tip Number 2
Prepare for those interviews! Research the company and the role thoroughly. Think about how your experience in client administration can shine through, especially in a fast-paced environment. We want you to stand out!
✨Tip Number 3
Show off your skills! If you’re proficient in MS Office, consider creating a portfolio that highlights your best work. This could be anything from reports to presentations that demonstrate your capabilities.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles like EA to Head of Private Clients. Plus, it shows you're serious about joining our team. Let's get you that job!
We think you need these skills to ace EA to Head of Private Clients — Investment Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client administration and any relevant skills. We want to see how your background aligns with the role, so don’t be shy about showcasing your strengths!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the EA role. Share specific examples of your past experiences that relate to managing client onboarding and administrative support.
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Keep your language clear and professional, and don’t forget to proofread for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Aldrich & Co
✨Know Your Financial Services Basics
Brush up on your knowledge of the financial services industry, especially client administration. Be prepared to discuss how you’ve managed client onboarding in previous roles and any compliance measures you've implemented.
✨Showcase Your Communication Skills
Since strong communication is key for this role, think of examples where you effectively communicated with clients or team members. Practise articulating these experiences clearly and confidently during the interview.
✨Demonstrate MS Office Proficiency
Be ready to discuss your experience with MS Office, particularly Excel and PowerPoint. You might even want to prepare a quick example of how you’ve used these tools to streamline processes or present information.
✨Embrace the Fast-Paced Environment
This role is all about thriving in a fast-paced setting. Prepare to share instances where you successfully managed multiple tasks or deadlines, showcasing your ability to stay organised and focused under pressure.
