Executive Assistant

Highly organised, proactive and client-focused Executive Assistant ro support a team of Financial Advisers within a wealth management practice. 

You will 

• Manage adviser's calendars, email inboxes, and scheduling priorities 
• Track key tasks, follow-ups, and deadlines 
• Assist with preparing presentations, meeting preparation packs and internal meeting notes
• Maintain client records and ensure documents are updated on Salesforce and other relevant systems.
• Process adviser expenses, invoices, and reimbursement forms 
• Coordinate travel arrangement and logistics as needed 

PREVIOUS EXPERIENCE REQUIRED 

• Preferably in wealth managment or finance services 
• Strong organisational and multitasking abilities with high attention to detail
• Excellent written and verbal communication skills 
• Ability to work both independently and collaboratively in a fast paced setting.

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