Highly organised, proactive and client-focused Executive Assistant ro support a team of Financial Advisers within a wealth management practice.
You will
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Manage adviser's calendars, email inboxes, and scheduling priorities
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Track key tasks, follow-ups, and deadlines
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Assist with preparing presentations, meeting preparation packs and internal meeting notes
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Maintain client records and ensure documents are updated on Salesforce and other relevant systems.
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Process adviser expenses, invoices, and reimbursement forms
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Coordinate travel arrangement and logistics as needed
PREVIOUS EXPERIENCE REQUIRED
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Preferably in wealth management or finance services
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Strong organisational and multitasking abilities with high attention to detail
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Excellent written and verbal communication skills
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Ability to work both independently and collaboratively in a fast paced setting.
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