A successful St. James’s Place Practice based in St Albans is looking to appoint an experienced Executive Assistant to provide high-level administrative and organisational support to the senior leadership team.
This is an excellent opportunity for a proactive and highly organised EA who enjoys working in a fast-paced professional environment and playing a key role in ensuring the smooth running of a busy wealth management practice.
Key Responsibilities
*Providing full executive support to senior advisers and directors, including diary management and meeting coordination.
*Managing client communications, ensuring a high standard of service at all times.
*Preparing meeting packs, client reports and documentation ahead of adviser meetings.
*Coordinating internal meetings, events and business activities.
*Supporting with practice operations, compliance administration and workflow management.
*Acting as a key liaison between advisers, clients and providers including Aviva, Fidelity International, Prudential plc, Aegon and Quilter.
*Maintaining accurate client records using back-office systems such as Xplan.
*Supporting wider operational tasks to ensure the practice runs efficiently.
Requirements
*Previous experience as an Executive Assistant, Personal Assistant, or Senior Administrator within a professional services environment (financial services experience beneficial).
*Strong organisational and diary management skills.
*Excellent communication skills and a professional client-facing manner.
*Strong attention to detail and ability to manage multiple priorities.
*Experience with CRM or back-office systems (training can be provided).
Benefits
*Salary: £35,000 – £45,000 depending on experience
*4% Employer Pension (salary sacrifice)
*Life Cover – 3× salary
*Hybrid working available after training
*Professional development support including exams through the Chartered Insurance Institute
Interested?
For further information or to apply, please contact Sam at Financial Divisions.