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- Tasks: Support Financial Advisers by managing calendars, emails, and key tasks.
- Company: Join a dynamic wealth management practice focused on client success.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Fast-paced environment with opportunities to learn and grow in finance.
- Why this job: Be the backbone of a team and make a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills and excellent communication abilities required.
The predicted salary is between 30000 - 40000 £ per year.
Highly organised, proactive and client-focused Executive Assistant to support a team of Financial Advisers within a wealth management practice.
- 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 arrangements and logistics as needed
Preferably in wealth management 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.
Executive Assistant employer: TEAM Inc.
Contact Detail:
TEAM Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive Assistant
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and wealth management sectors. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your skills as an Executive Assistant can directly support their Financial Advisers.
✨Tip Number 3
Showcase your organisational skills during the interview. Bring examples of how you’ve managed calendars, tracked tasks, or prepared presentations in previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining our team.
We think you need these skills to ace Executive Assistant
Some tips for your application 🫡
Show Off Your Organisational Skills: As an Executive Assistant, being organised is key! Make sure your application highlights your ability to manage calendars and track tasks. Use specific examples to show how you've kept things running smoothly in the past.
Tailor Your Application: We want to see how you fit into our wealth management practice. Customise your CV and cover letter to reflect your experience in finance or similar fields. Mention any relevant tools like Salesforce that you’ve used before!
Communicate Clearly: Your written communication skills are crucial for this role. Keep your application clear and concise, and make sure there are no typos. We love a well-structured application that’s easy to read!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive, which we really appreciate!
How to prepare for a job interview at TEAM Inc.
✨Know Your Stuff
Before the interview, make sure you understand the role of an Executive Assistant in a wealth management context. Familiarise yourself with key terms and processes related to financial advising, as well as the tools like Salesforce that you'll be using.
✨Showcase Your Organisation Skills
Be ready to discuss specific examples of how you've managed calendars, prioritised tasks, or handled multiple projects at once. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your organisational prowess.
✨Communication is Key
Since excellent written and verbal communication skills are crucial for this role, prepare to demonstrate these during the interview. Practice articulating your thoughts clearly and concisely, and consider bringing along a sample presentation or meeting notes you've prepared in the past.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the tools they use for scheduling and task management, or how they measure success in the role. This shows your genuine interest and helps you assess if the company is the right fit for you.