Admin Assistant - London, United Kingdom - Tiger Recruitment Ltd

Tiger Recruitment Ltd

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Admin Assistant - Wealth Management

£35,000-£40,000
**Permanent

A leading Wealth Management firm based in the City, are looking for an Assistant to join the team and provide administration support to the Advisors.

The successful administrator will be highly proactive, switched on with excellent communication skills. The company offer fantastic benefits, flexibility with good hybrid working available. Hours 9am - 5pm

What you'll do:

Diary management and admin support for 4 Advisors
Prepare documentation ahead of client meetings and reviews
Maintain client contact on behalf of the advisors
Correspond with providers to manage information and documents
Update and manage the CRM system with client and plan information
Manage administrative queries both internally and externally

What you'll need:

Minimum of 2 year's experience in a similar role
Experience in wealth management, financial services or professional services desired.
Proficient with Microsoft Office
Highly organised and motivated
Excellent communication skills both written and verbal
High attention to detail
A "cando" attitude

Tiger is B Corp Certified. We are part of a global movement of businesses committed to improving social and environmental conditions around the world.