At a Glance
- 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 workplace.
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
- 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 in London 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 in London
✨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 hunt for an EA role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm and the Head of Private Clients you'll be supporting. Tailor your answers to show how your experience in client administration makes you the perfect fit for this fast-paced environment.
✨Tip Number 3
Show off your MS Office skills! During interviews, be ready to discuss specific examples of how you've used these tools to streamline processes or improve client onboarding. It’s all about demonstrating your value!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect match for you. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace EA to Head of Private Clients — Investment Management in London
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 PA role and how your previous experience in financial services can benefit us. Keep it concise but impactful!
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and professional language, 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 ready to discuss how you’ve managed client onboarding in the past and any compliance measures you've implemented.
✨Showcase Your Communication Skills
Since strong communication is key for this role, prepare examples that highlight your ability to communicate effectively with clients and colleagues. Think about times when you resolved issues or improved processes through clear communication.
✨Demonstrate MS Office Proficiency
Be prepared to discuss your experience with MS Office, particularly Excel and PowerPoint. You might even want to mention specific tasks you've accomplished using these tools, like creating reports or managing data.
✨Embrace the Fast-Paced Environment
This role is all about thriving in a fast-paced setting. Share examples from your previous roles where you successfully managed multiple tasks or projects simultaneously, showcasing your organisational skills and ability to prioritise.