Personal Assistant/Executive Assistant to CEO for Boutique Weath Management firm!
Part-time Role (hours & working days are open to discussion)
plus attractive benefits package
Are you an experienced Personal Assistant or Executive Assistant looking to make a meaningful impact with a well-established and highly regarded company? My client, a boutique wealth management firm with over 30 years of success in helping individuals, families, and businesses manage their financial futures, is seeking a dynamic and adaptable PA/EA to join their team on a flexible, part-time basis.
This growing firm, known for its exceptional service and reputation, offers holistic financial advice across pensions, investments, tax planning, inheritance planning, and more. With a diverse client base holding assets between £300k and £10m, their success is driven by word-of-mouth referrals and a strong community presence.
The CEO, who values quality support, is looking for someone to assist with a range of tasks that will help him manage his day efficiently. You’ll play an integral role in ensuring smooth operations by handling diary management, booking appointments, liaising with clients and stakeholders, and coordinating networking events. You’ll also get involved in website management and social media, alongside providing occasional support to other executives during busy periods.
This is a fantastic ...