Personal Assistant to Managing Director - Polegate, United Kingdom - Willow Tree Financial Services

Description

About us
Willow Tree Financial Services is a well respected business in Polegate. The client is at the heart of everything we do and we uphold the highest levels of professionalism.

We are looking for an experienced PA to join our growing and successful team.


Our work environment includes:

• Flexible working hours available
• Progression opportunities if desired
• Company Pension
• Bonuses available
• Referral Program

Responsibilities:

• Handling incoming telephone calls and handling queries.
• Maintaining client database, updating client records and ensuring client files are complete and compliant.
• Use various Social Media platforms to post our content and engage with our followers
• Organising tasks and tracking progress via trello project management online tool
• Putting together financial information, sending invoices and chasing payments where appropriate / as requested
• Manging "leads" and prospects submitted via website with the goal of booking an appointment in an advisers diary
• Look at creative ways to support the business and the director
• The list of duties is not exhaustive, and flexibility is required in terms of what the PA may be required to undertake in order to deliver rounded support to the director.
• Maintaining the total confidentiality of the business and its clients. SECURITY OF CLIENT DATA AND PERSONAL INFORMATION IS OF THE HIGHEST PRIORITY.

Skills

You must:

• Have proven work experience as a personal assistant and in customer service. Financial Services experience is desired, but not necessary.
• Have MS Office proficiency, and be "tech savvy"
• Have outstanding organisational and time management skills
• Be able to multitask and prioritise daily workload
• Have excellent verbal and written communications skills
• Have excellent Maths and English skills. Specifically high spelling and grammar standards.
• Have a positive & upbeat mental attitude.
• Be selfmotivated and driven.
• Be highly organised and efficient, with good interpersonal skills.
• Be a problemsolver, not a buckpasser
• Be flexible. We're a small firm and we all do whatever it takes to get the job done.

Job Types:
Part-time, Permanent

Part-time hours: 21 per week


Salary:
From £11.50 per hour


Benefits:

• Company pension
• Free parking

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus scheme

Ability to commute/relocate:

• Polegate: reliably commute or plan to relocate before starting work (required)

Work Location:
In person