Wealth Management Assistant - London Area
1 month ago

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
Job description
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