Company Description
Ballantine Wealth Management Ltd in Clevedon is dedicated to providing personalized and bespoke financial planning services to meet our clients' needs and aspirations. We specialize in Retirement Planning, Investment Planning, Inheritance Tax Planning, and Personal & Business Protection.
Role Description
This is a full-time hybrid role for an Administrative Assistant at Ballantine Wealth Management Ltd. The Administrative Assistant will be responsible for providing administrative support, managing phone communications, practicing excellent phone etiquette, and assisting with executive administrative tasks. This role is based in Clevedon with flexibility for remote work.
Qualifications
* Administrative Assistance and Executive Administrative Assistance skills
* Excellent Phone Etiquette and Communication skills
* Clerical Skills
* Ability to work independently and in a team
* Organizational skills and attention to detail
* Experience in the financial services industry is a plus
* Proficiency in Microsoft Office Suite
* Strong problem-solving abilities
#J-18808-Ljbffr