At a Glance
- Tasks: Assist in running a financial practice, manage schedules, and support the team.
- Company: Dynamic financial services firm focused on client satisfaction and team productivity.
- Benefits: Competitive salary, full-time hours, and opportunities for professional growth.
- Other info: Fast-paced environment with potential for career advancement.
- Why this job: Join a supportive team and make a real difference in client experiences.
- Qualifications: Strong organisational skills and a friendly, professional attitude.
The predicted salary is between 30000 - 40000 £ per year.
The key objective of the role is to assist with the efficient, effective running of the practice and ensuring that clients are served well, the team is working productively and harmoniously, and contributing to the profitability and success of the practice.
The Role of the PA is primarily to assist the partners in managing the practice and in fulfilling their roles. The role of the receptionist is to be the front of office. The role of the Executive Assistant is to support the partners in ensuring the smooth running of the office and the premises. The role may also involve providing administration and support generally as and when required. This will include admin support to the Compliance Officer and the Money Laundering Reporting Officer.
PA Duties- Scheduling appointments for the financial planners and partners, and clients and confirming appointments, and managing calendars.
- Reminding financial planners of appointments and ensuring that the technical team have prepared the necessary documentation in good time for the financial planners ahead of client appointments.
- Ensuring that the meeting room is booked and available for appointments and meetings, and that parking is available for visitors when needed.
- Ensuring all client reviews are scheduled and letters to clients are sent in good time and followed up when not responded to by clients.
- Requesting the clients bring all necessary documentation, I.D., cheques, etc to meetings as are required.
- Responding to and composing email communications on behalf of the financial planners and partners and assisting them generally in managing email volume.
- Dealing with correspondence and report production for the financial planners and partners, including dictation.
- Ensuring the Partners are not disturbed by external telephone calls during their prime time and ensuring, as far as possible, they return essential calls.
- Managing client satisfaction questionnaires.
- Issuing greeting cards to clients on their birthday and at Christmas.
- General PA responsibilities as and when required.
- Assisting the Technical Support Team at peak periods with general administrative support.
- Ensuring that all incoming telephone calls are dealt with in an appropriate manner and ensuring that, as far as possible, telephone calls are returned.
- Ensuring that the answering machine is set and any messages left are dealt with.
- Meeting, greeting and welcoming all clients and other visitors to the office and ensuring that they are provided with refreshments.
- Clearing and tidying of meeting room following meetings in readiness for next use.
- Arranging refreshments and the preparation of buffet lunches for client meetings and other meetings.
- Ensuring that incoming mail is opened promptly each morning and ensuring that the mail is recorded and distributed.
- Ensuring that all outgoing mail is dealt with appropriately and recorded.
- Taking responsibility for the smooth running of the office generally and management of junior staff.
- Maintaining the schedule of office and property projects/jobs/maintenance/repairs/servicing.
- Arranging and overseeing office cleaning, office repairs and maintenance in conjunction with the Partners.
- Arranging for visits by consultants (IT and otherwise) from time to time as necessary and scheduling appointments with staff accordingly.
- Ensuring that good office procedures are implemented to ensure the financial planning process progresses efficiently and effectively.
- Procuring office supplies economically, checking delivery notes, approving invoices for office supplies, and liaising with the accounts administrator.
- Preparing agendas for team meetings.
PA / Receptionist / Executive Assistant : Financial Services in Trowbridge employer: TipTopJob
Join a dynamic financial services practice in Trowbridge, Wiltshire, where your role as a PA/Receptionist/Executive Assistant will be pivotal in ensuring the smooth operation of our office. We pride ourselves on fostering a collaborative work culture that values employee growth and offers competitive salaries, alongside opportunities for professional development. With a focus on client satisfaction and team productivity, you will enjoy a rewarding environment that supports both personal and career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land PA / Receptionist / Executive Assistant : Financial Services in Trowbridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Attend local events or join online groups where you can meet potential employers or colleagues. 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, and be ready to discuss how your skills as a PA or Executive Assistant can make their lives easier. Practise common interview questions with a friend to boost your confidence.
✨Tip Number 3
Show off your organisational skills! Bring a portfolio of your past work, including examples of scheduling, correspondence, and any projects you've managed. This will demonstrate your ability to keep things running smoothly in a busy office.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Make sure to tailor your application to highlight your relevant experience and skills that align with the role of PA/Receptionist/Executive Assistant in financial services.
We think you need these skills to ace PA / Receptionist / Executive Assistant : Financial Services in Trowbridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of PA/Receptionist/Executive Assistant. Highlight relevant experience and skills that match the job description, like scheduling appointments and managing communications. We want to see how you can contribute to our team's success!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific duties from the job description that excite you and how your background aligns with them. We love seeing genuine enthusiasm!
Showcase Your Communication Skills:As a PA/Receptionist/Executive Assistant, communication is key. In your application, demonstrate your ability to communicate effectively, whether it's through clear writing or showcasing your experience in managing client interactions. We appreciate clarity and professionalism!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss any important updates. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at TipTopJob
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the job description. Familiarise yourself with the specific duties of a PA, Receptionist, and Executive Assistant in financial services. This will help you demonstrate how your skills align with their needs.
✨Showcase Your Organisational Skills
Since the role involves managing schedules and ensuring smooth office operations, be prepared to discuss your organisational strategies. Share examples of how you've successfully managed multiple tasks or projects in the past, highlighting your attention to detail.
✨Prepare for Client Interaction Scenarios
As you'll be the first point of contact for clients, think about how you would handle various client interactions. Prepare to discuss how you would greet clients, manage phone calls, and ensure a welcoming atmosphere. Role-playing these scenarios can help you feel more confident.
✨Demonstrate Team Spirit
This role requires working harmoniously with partners and other team members. Be ready to share examples of how you've contributed to a positive team environment in previous roles. Highlight your ability to support others and maintain productivity in a busy office setting.
