Executive Assistant - Bury St. Edmunds, United Kingdom - A Team Recruitment EA Ltd

A Team Recruitment EA Ltd

Verified Company

Bury St. Edmunds, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Executive Assistant required for our investment client based in Bury St Edmunds.

As Executive Assistant ideally your experience has been gained within investment banking and you will be someone used to working with high-net-worth clients.

The role of the Executive Assistant is focused on supporting the directors, maintaining the Investor Portal and CRM database, distributing all client reports and organising meetings, presentations and entertainment.

This is an exciting opportunity for an experienced Executive Assistant to join a highly successful and fast-growing business in being the first port of call for client and internal enquiries

The Role

Manage and respond to client enquiries.
Liaise with clients and legal teams in respect of KYC issues
Maintain the CRM database
Schedule and send all regular client reports
Organise meetings and presentations from initial planning through to meeting the clients.
Manage and provide the rationale for the marketing budget.
Provide EA support to the team of directors
Responsible for all administration within the team including proof reading and writing reports
Produce regular reports on all client facing meetings.
Prepare target client lists for new projects.
Working Monday to Friday 8.305pm, 3 days in the office, other days remote

The Person

Strong experience as an executive assistant at a high level
Previous experience working within investments and high net worth clients
Experience of successful engagement with all types of clients in a client facing role
Must be proficient with CRM systems
Exceptional report writing skills.
Excellent written and verbal communication skills.
Highly organised and selfmotivated.
Highly proficient with Microsoft Excel, Word, Outlook and PowerPoint
Capable of working within a closenit team, albeit with a high degree of autonomy.
Strong understanding of due diligence processes.

Benefits to you