Are you an experienced C-suite Executive Assistant looking for a new challenge? MaxAd Fixed Fee Recruitment is currently seeking a highly organised and skilled Executive Assistant to join a growing wealth management practice.
About the Role
The ideal candidate will be responsible for providing comprehensive support to the CEO in all aspects of business operations, including ad-hoc personal support when required. This includes managing the CEO's diary, scheduling meetings, arranging travel, and preparing detailed review packs for relevant meetings.
You will also serve as the primary point of contact for the CEO's private clients, ensuring they receive timely meetings, regular contact, and exceptional service. Additionally, you will be responsible for preparing and checking outgoing internal and external correspondence and reports, including confidential and sensitive information.
Key Responsibilities
* Manage the CEO's diary and schedule meetings
* Serve as the primary point of contact for private clients
* Prepare detailed review packs for meetings
* Update client files on Salesforce CRM
* Prepare and check outgoing correspondence and reports
The successful candidate will have previous experience as an Executive Assistant to a Director level individual, ideally in the financial services industry. You will also have experience of client management systems such as Salesforce, excellent face-to-face and telephone client interaction skills, and proficiency in MS Office programs.
Benefits
This is a wonderful opportunity for an experienced Executive Assistant to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients. The role offers a highly attractive salary, 25 days holiday, breakfast and lunch provided daily, and office based working 5 days a week.
Genuine career development opportunities exist for the right candidate, alongside a positive and supportive work environment.