Personal Assistant to the CEO
Nottingham (our ref AL1348) - hybrid
Salary to £35,000 dep on exp + benefits
My client is an award-winning wealth management organisation and they now have an exciting new opportunity for an individual with experience in the wealth management industry to join their team.
Purpose of the role
To provide high quality support to the CEO. This is an important role where the job holder is often considered to be the voice and the face of the CEO both internally and externally. Being able to think independently, work through problems systemically and calmly and being able to communicate effectively are key parts of the role.
Key responsibilities
1. To act as first point of contact for clients and colleagues and have the knowledge and expertise to know which issues and queries need to be referred to the CEO
2. To control and manage the CEO’s diary
3. Ensure that the CEO has all the necessary information and documentation for scheduled meetings and ensure that action points from meetings are diarised and actioned accordingly
4. Ensure potential new clients are checked on the system at the first available opportunity
5. Order Valuations/Wealth Reports as required
6. Ensure the administration of the CEO’s portfolio is exemplary and sets the standard for the other Advisers