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- Tasks: Support Financial Advisers by managing calendars, emails, and preparing presentations.
- Company: Join a leading wealth management practice with a client-focused approach.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Fast-paced setting with opportunities for growth and collaboration.
- 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 and communication 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 England employer: Team Support Group Ltd
Contact Detail:
Team Support Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive Assistant in England
✨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 Financial Advisers. Practice common interview questions with a mate.
✨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 give you an edge.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application and showcase your skills. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Executive Assistant in England
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 from your past experience to show us how you keep everything running smoothly.
Tailor Your Application: Don’t just send a generic CV and cover letter. Take the time to tailor your application to our wealth management practice. Mention any relevant experience in finance services and how it relates to the role. We love seeing that you've done your homework!
Communicate Clearly: Since excellent written communication is a must, ensure your application is clear and concise. Avoid jargon unless it’s relevant, and make sure there are no typos or grammatical errors. We want to see your attention to detail right from the start!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates. Plus, it shows us you're keen to join the StudySmarter 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 and multitasking abilities. Think of situations where you successfully managed multiple priorities or streamlined processes, as this will resonate well with the interviewers.
✨Communicate Clearly
Since excellent communication is key for this role, practice articulating your thoughts clearly and concisely. You might want to prepare a brief introduction about yourself that showcases your relevant experience and skills.
✨Be Proactive in Your Approach
Demonstrate your proactive nature by asking insightful questions during the interview. Inquire about the team dynamics, the tools they use for scheduling, or how they measure success in the role. This shows you're already thinking ahead!