Wealth Management Assistant - London Area

Only for registered members London Area, United Kingdom

1 month ago

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Job summary

Wealth Management Assistant provides comprehensive business, organisational and administrative support to an Adviser/s within Pinnacle Wealth Management as part of the central Assistant Support Unit (ASU).

Responsibilities

  • Diary and email management e.g. booking client meetings via phone and email, responding to client emails
  • Keep an accurate record of all meetings and notes within Salesforce

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