Personal Assistant to Managing Director - Castle Donington, United Kingdom - Hallam Wealth Ltd

Description

Role purpose:
To provide support to the Partner in all aspects of business operations within the practice.

Key duties and


responsibilities:

• Manage the Partner's diary and client appointments;
• Ensure office stationery/equipment is of sufficient quality, quantity and up to date;
• Make travel bookings and travel arrangements as required for the Partner;
• Liaise with clients and third parties in relation to the Partner's practice and act as the first point of contact for client administrative queries;
• Support the Partner to ensure the endtoend business process is adhered to and tracked efficiently in line with Partner and regulatory standards;

Knowledge and experience:

• Previous experience in a PA/office support role, ideally in financial services or IFA practice;
• Knowledge of relevant FCA regulation (desirable);
• Experience of setting up and maintaining systems, processes and procedures;
• Experience of client management systems such as Salesforce (desirable)

Skills and behaviours:

• Excellent facetoface and telephone client interaction skills and ability to build rapport swiftly;
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Good organisation skills;
• Strong attention to detail;
• Manages time effectively with the ability to multitask;
• Keeps calm when faced with conflicting demands and handles these effectively;
• Demonstrates a professional, proactive and positive attitude;
• Works well on own tasks as well as on shared goals as part of a team;
• Open to change with a creative approach to problem solving

Salary:
£20,000.00-£22,500.00 per year


Benefits:

• Flexitime

Work Location:
Hybrid remote in Castle Donington

Application deadline: 20/07/2024


Reference ID:
HWPA001