PA to Directors
PA to Directors, Personal and Corporate Financial Advisors based in Warwick, Starting Salary £23,000 with an increase to £25,000 after successful completion of three month Probation.
We are a well established financial services provider, with extensive experience in both corporate and personal finance. We provide advice to clients on matters such as Financial Planning, Retirement Planning, Investment Advice, Mortgage Advice, Financial Protection and General insurance. We have a significant client base of satisfied customers who receive our independent advice tailored to suit the individual.
We are now looking for a full -time Personal Assistant to support our Directors in the running of our Warwick Office and our overall functions to enable the business to continue its successful operation and to enable the business to continue to grow.
PA to Directors Main Duties:
- Administrative support for the Directors
- Front line contact and liaison for and on behalf of the Directors
- Liaising with clients on behalf of the Directors
- Meeting and greeting visitors
- Call screening and handling
- Maintaining good communication and a good relationship between the Directors and the team
- Diary Management, including scheduling meetings on behalf of the Directors
- Minute taking of meetings when required
- Responsible for producing reports and presentations on information requested by the Directors
- Travel and accommodation booking when required
PA to Directors Necessary Skills, Qualifications and Experience:
- Confident in dealing with people at a senior level
- High level of administrative/secretarial experience
- Excellent communication skills, both written and verbal
- Highly organised
- Experience of Financial Services, including Prestwood (Truth) and/or IRISS is desirable but not essential.
- Willingness to train in and gain experience in Financial services
- Happy to support continuation of professional development
- Able to commence role in September
Please include why you think you are the perfect candidate for this position in your application.
While we would like to contact all our candidates, unfortunately, this is not possible so if you haven’t heard from us a week after the closing date, your application has not been successful.
We do not accept applications from recruitment agencies.
This job was originally posted as www.totaljobs.com/job/75283152