Executive Assistant
Wolverhampton
£30000 - £35000/annum
Posted 1 day ago
About the role
Highly organised, proactive and client-focused Executive Assistant ro support a team of Financial Advisers within a wealth management practice.
You will
* Manage adviser's calendars, email inboxes, and scheduling priorities
* Track key tasks, follow-ups, and deadlines
* Assist with preparing presentations, meeting preparation packs and internal meeting notes
* Maintain client records and ensure documents are updated on Salesforce and other relevant systems.
* Process adviser expenses, invoices, and reimbursement forms
* Coordinate travel arrangement and logistics as needed
PREVIOUS EXPERIENCE REQUIRED
* Preferably in wealth management or finance services
* Strong organisational and multitasking abilities with high attention to detail
* Excellent written and verbal communication skills
* Ability to work both independently and collaboratively in a fast paced setting.
Get in touch for a full Job Description
About this listing
Screened by Joboru
This role passed our automated spam and quality filters and was active in our feed when last checked. Joboru is an aggregator — here is how we screen listings. If anything looks off, tell us.
Similar jobs you may like
Senior Financial Analyst
1 day agoUNIVERSITY OF GLASGOW
Head of Finance
1 day agoPortsmouth Cathedral
Accounts Assistant - Japanese Speaking
1 day agoHays Specialist Recruitment Limited
Oracle Tax Technology Senior Manager - Big 4 - up to £115K
1 day agoAkkodis
Operations Manager - People & Finance
1 day agoTalk Staff
Senior Financial Analyst
1 day agoLorus Partners LTD
Oracle Tax Technology Senior Manager - Big 4 - up to £115K
1 day agoAkkodis
Chartered Accountancy Tutor
1 day agoReed
Tax Adviser
1 day agoKennedy Pearce Consulting