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    EA/Office Coordinator - London, United Kingdom - Pinnacle Wealth Management LLP

    Pinnacle Wealth Management LLP
    Pinnacle Wealth Management LLP London, United Kingdom

    4 days ago

    Default job background
    Full time
    Description

    Pinnacle Wealth Management LLP was established in 2013 to help people and businesses achieve their true lifelong ambitions, as well as to support talented young people struggling to find an opportunity in wealth management.

    Since then, Pinnacle has grown to be a highly successful UK wealth advisory firm.

    Our advisers continue to help thousands of people and businesses to achieve the goals that are most important to them in life.


    Main Purpose of EA/Coordinator Role
    To provide comprehensive executive assistance and support to three Managing Partners within Pinnacle Wealth Management. To oversee the administrative activities that facilitate the smooth running of an office, facilities, information, and other resources.


    Salary Range
    £35,000 - £42,000 per annum.

    Key Responsibilities

    · Manage and prioritise internal and external demands to the Managing Partners.· Manage each Managing Partners tasks list ensuring timing completion and tracking of tasks.· Diary management and meetings management for each Managing Partner· Ensure the Managing Partners are fully prepared for meetings with all the necessary documentation and information.· Monitor and respond to emails throughout the day; actioning and responding to any client requests in a timely manner and prioritising inbox in accordance with requirements.· Plan and coordinate Managing Partner and Pinnacle Wide events.· Support the Director of Operations and Projects in ensuring the effective running of the Executive Support Function to the Managing Partners· Any other ad hoc requests the Managing Partner may want you to undertake. · Act as first point of contact; dealing with incoming telephone calls and emails for the Practice.· Manage visitor access and passes into the Pinnacle Office for all staff/visitors.· Manage the central room booking system for the Pinnacle office to ensure devices and technology are always operating as required.· Support the recording and logging of facilities matters relating to the Pinnacle / Canary Wharf Group office.· Monitor the inventory of office supplies and restock when required.· Book events, train, hotels, and reservations when required.· Organise gifts and sending cards when required.· Act as a Fire Marshall for the office (training to be provided) · Support the HR Associate with the recruitment process, booking interviews for candidates including updating the internal recruitment systems.

    • Support the HR Associate with the onboarding/offboarding process when required including IT set up and configuration.

    Skills, Knowledge and Expertise

    · Previous experience working as an EA/PA, minimum of two years at a Senior/Executive level.· Excellent communication skills; being discrete and professional in all communication.· Extremely organised with the ability to multi-task whilst maintaining strong attention to detail· Ability to influence stakeholders.· Ability to work under pressure and meet deadlines.· Highly motivated, with a great work ethic.· Accountable for own actions and willing to work at times in isolation and as part of a wider team.· Being agile and adaptable.· Committed to delivering first-class client service.· Emotional intelligence· Resilient We are here to bring focus back to what truly matters, and redefine the meaning of wealth.


    Traditionally, society has measured wealth purely in terms of accumulation, money in the bank and assets in the portfolio – without stopping to ask why.

    The world has changed.

    Many people are reflecting on their lives and realising that their true wealth lies not in their financial assets, but in their family, lifestyle, and legacy.

    Our purpose is to help people redefine wealth on their own terms.

    We are a team of expert financial advisers passionate about helping people achieve their lifelong ambitions and offer a path to long term freedom and peace of mind.

    What if you could achieve a life of freedom and fulfilment, and leave a lasting legacy created on your terms?

    Pinnacle Wealth Management LLP is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website
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