Kind Consultancy is working with a well-established Wealth Management firm which is currently seeking an Executive Assistant to join them on a full-time permanent basis with a salary of £30,000 - £40,000 dependent on experience.

The Executive Assistant will support the CEO with key responsibilities including:

• Acting as the first point of contact for clients, prospective clients and colleagues, appropriately referring issues and queries to the CEO as necessary
• Managing the CEO's diary, appropriately anticipating and prioritising
• Ensuring the CEO always has the necessary documentation and information in advance of meetings
• Diarising action points from meetings and ensuring they are enacted
• Ensuring prospective clients are checked on the organisation's project management system as early as possible
• Ordering valuations and/or wealth reports as required
• Ensuring that the administration of the CEO's portfolio is exemplary, setting the standard for the firm's advisers
• Maintain a first class service to clients by liaising with the relevant administration departments in response to client needs and requests
• Maintaining an effective diary system, ensuring clients are offered review meetings at the appropriate time
• Contacting clients to book review meetings, sending confirmation letters and e-mails
• Ensuring all client meetings
• Writing appropriate post-meeting letters for issue to clients from CEO notes

Our ideal candidate for the Executive Assistant opportunity:

• Has previous experience of EA or PA work, preferably within Financial Services
• Having some knowledge of Wealth Management (including products and the current marketplace) would be highly desirable
• Has exceptional interpersonal and communication skills with a warm and professional client-facing manner
• Has a good understanding of the pressures faced by a CEO
• Is a team-player

If you're interested in the Executive Assistant position, you have the necessary skills, knowledge and experience and you're based in or can commute to the Nottingham area, please apply with an updated CV today.