Wealth Management Assistant: Dynamic Admin & Client Support
Wealth Management Assistant: Dynamic Admin & Client Support

Wealth Management Assistant: Dynamic Admin & Client Support

Full-Time No home office possible
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A wealth advisory firm in the UK seeks a dedicated Administrative Assistant to provide comprehensive support to advisers. Responsibilities include managing diaries, preparing client meeting packs, and maintaining records in Salesforce. Candidates should have 2+ years of experience in a Wealth Management role, excellent communication skills, and the ability to multi-task in a fast-paced environment. This is a full-time position offering a dynamic role within a supportive team culture. #J-18808-Ljbffr

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Contact Detail:

Pinnacle Wealth Management Recruiting Team

Wealth Management Assistant: Dynamic Admin & Client Support
Pinnacle Wealth Management
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