At a Glance
- Tasks: Support senior leaders and manage client relationships in a dynamic office environment.
- Company: Respected financial planning practice with a focus on client service.
- Benefits: Up to £38,000 salary, excellent benefits, and opportunities for professional growth.
- Other info: Enjoy a varied role where organisation and attention to detail are valued.
- Why this job: Be a key player in a fast-paced team while mentoring new members.
- Qualifications: Experience as an Executive Assistant or Senior Administrator is essential.
The predicted salary is between 25185 - 30000 £ per year.
Executive Assistant Woking, Surrey Up to £38,000 + Excellent Benefits If you're an experienced Executive Assistant or Senior Administrator who thrives in a professional, client-focused environment, this is an outstanding opportunity to join a highly respected financial planning practice where you'll play a pivotal role supporting senior leadership, maintaining exceptional client relationships and helping ensure the smooth day-to-day operation of a busy office.
This is far more than a traditional administrative position.
Working closely with senior advisers and the wider team, you'll become a trusted point of contact for clients, manage complex administrative processes, coordinate meetings, oversee client communications and help maintain the exceptionally high standards of service the business is known for.
The successful candidate will enjoy a varied and rewarding role where organisation, attention to detail and professionalism are genuinely valued.
You'll also have the opportunity to support and develop new members of the team, making this an excellent position for someone who enjoys mentoring others whilst remaining hands-on in a fast-paced environment.
Key Responsibilities Provide high-level administrative and executive support to senior advisers and the wider team.
Coordinate client review meetings, diary management and appointment scheduling.
Prepare detailed meeting documentation and client review packs.
Manage pre and post-meeting administration, ensuring client records remain accurate and up to date.
Prepare professional correspondence, reports and confidential documentation to an exceptional standard.
Act as a first point of contact for clients, delivering an outstanding level of customer service both in person and over the telephone.
Liaise with third-party providers and internal support teams to progress client transactions efficiently.
Support the onboarding and training of new team members.
Maintain CRM records and ensure all administration complies with internal procedures.
Assist with general office administration and contribute to the smooth running of the business.
Skills
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