Executive Assistant - London, United Kingdom - Vantage Wealth Management

Vantage Wealth Management

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Vantage Wealth Management, a progressive financial advisory firm committed to enhancing accessibility to financial advice in the UK, is currently seeking a qualified individual to join our dedicated team as an Executive Assistant.

This position is an opportunity to work closely with the Managing Director for a growing and ambitious St James's Place practice.

We are looking for someone with excellent administrative and organizational skills who is eager to expand their expertise in the dynamic and fast-paced world of finance.

As an Executive Assistant, your responsibilities will include:

Managing the Managing Director's schedule and coordinating client appointments
Assisting the Managing Director in managing and preparing advice cases
Ensuring compliance with regulatory standards and efficient tracking of endtoend business processes
Compiling information and valuations for client reviews
Maintaining accurate and uptodate client information in the management system
Serving as the primary point of contact for client administrative inquiries and communicating with clients and third parties
Ensuring an adequate supply of highquality office stationery and equipment
Implementing and maintaining effective systems, processes, and procedures to optimize client meetings
Supporting the Director in monitoring compliance, licensing, CPD, and regulatory requirements
Managing events and general office tasks to assist the practice
Demonstrating a professional attitude, delivering timely and highquality support