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Coast Specialist Recruitment
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Woking, Surrey
PA/Executive Assistant to Financial Services - Woking Practice To £30k
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Job Type: Full-time |
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Salary: £25,000 per annum |
Overview
An outstanding new position within a well appointed wealth practice based in Woking, Surrey. Duties Supporting the Director/Adviser in creating meeting packs/review packs Processing business applications Diary management Requesting and monitoring Ceding Information Ordering Stationery Filing Answering the telephone/reception duties Maintaining client databases General office administration Greeting clients Providing support to the Financial Planning Team Requirements: Dealing with client queries in timely, efficient manner and working to a busy workload and deadlines. Ability to work on multiple tasks during a day. A strong organiser who is capable of prioritising and maintaining their own workload. Attention to detail Excellent spelling, punctuation and grammar A can-do attitude. Good telephone manner and communication skills. The role is newly released and interviews are available immediately.