Executive Assistant - Stoke-on-Trent, United Kingdom - Ortus PSR
Description
A Chartered Financial Planning firm is seeking an experienced Executive Assistant to join their team to support an Adviser.You will be working within a team that prioritises Teamwork, Passion, Ambition, Community, and Honesty to guide their approach to work and their clients.
We are looking for an experienced IFA Administrator who is looking for a new challenge with an environment that encourages personal development and team work.
Competitive salary on offer £25,000 - £28,000 we will also consider someone who is looking for part - time work 3 days a week and they also offer flexible working.
Responsibilities include:
Corresponding with clients and providers.
Collaborating with Advisers and Paraplanners.
First point of contact for client queries.
Producing client paperwork.
General office duties.
Back-office system maintenance.
Previous financial services experience.
Commitment to continuous learning.
Team player with a can-do attitude.
Innovative problem-solving skills.
Strong organisational skills.
Excellent customer focus.
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