At a Glance
- Tasks: Support Financial Advisers by managing calendars, emails, and preparing presentations.
- Company: Join a dynamic wealth management practice focused on client success.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Fast-paced environment with opportunities for growth and learning.
- Why this job: Be the backbone of a team and make a real difference in clients' financial journeys.
- Qualifications: Experience in finance or wealth management with strong organisational skills.
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
PREVIOUS EXPERIENCE REQUIRED
- Preferably in wealth management or financial 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 in Cardiff employer: Team Support Group Ltd
Join a dynamic wealth management practice that values organisation, proactivity, and client focus. As an Executive Assistant, you will thrive in a supportive environment that encourages professional growth and development, while enjoying a collaborative work culture that prioritises teamwork and excellence. With opportunities for skill enhancement and a commitment to employee well-being, this role offers a rewarding career path in the heart of the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Executive Assistant in Cardiff
✨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
Nail that interview prep! Research the company and its culture, and be ready to discuss how your organisational skills can support their team of Financial Advisers. We want to see you shine!
✨Tip Number 3
Show off your tech skills! Familiarise yourself with Salesforce and other relevant systems before the interview. Being able to talk about your experience with these tools will set you apart from the crowd.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Executive Assistant in Cardiff
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 tasks efficiently. Use examples from your past experience to demonstrate how you’ve kept things running smoothly.
Tailor Your Application:Don’t just send a generic CV and cover letter. We want to see how your skills match the specific requirements of the role in wealth management. Mention your experience with Salesforce or similar systems to show you’re ready to hit the ground running.
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. This is your chance to showcase your verbal skills through writing!
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 don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Team Support Group Ltd
✨Know Your Stuff
Before the interview, make sure you understand the wealth management industry and the specific role of an Executive Assistant. Research the company’s values and recent news to show your genuine interest and knowledge.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational abilities. Think about times when you successfully managed multiple tasks or projects, and be ready to discuss how you prioritised and executed them efficiently.
✨Communication is Key
Since excellent communication skills are crucial for this role, practice articulating your thoughts clearly. You might want to prepare a brief presentation or notes to demonstrate your ability to convey information effectively.
✨Be Proactive in Your Approach
During the interview, show your proactive nature by asking insightful questions about the team and their challenges. This not only demonstrates your enthusiasm but also your readiness to contribute positively from day one.
