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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 a focus on teamwork and collaboration.
- 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. Let them know you're on the lookout for an Executive Assistant role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Nail that interview prep! Research the company and its culture, especially in wealth management. Prepare examples of how you've managed calendars, tracked tasks, and communicated effectively in past roles. Show them you’re the organised superstar they need!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your proactive attitude—just what they’re looking for in an Executive Assistant!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Plus, it’s a great way to show your enthusiasm for joining our team. Get your application in and let’s get you started on this exciting journey!
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: Since excellent communication is a must-have for this role, ensure your written application is clear and concise. Avoid jargon and keep it professional yet friendly – we love a bit of personality!
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 keen to join our team!
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 might 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.
✨Communicate Clearly
Since excellent written and verbal communication skills are crucial for this role, practice articulating your thoughts clearly. You might even want to prepare a brief presentation or notes to demonstrate your ability to create meeting preparation packs.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, the tools they use, or their expectations from the Executive Assistant role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.