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Financial Services

Burgess Hill


Type of Position: PA

PA/Executive PA

Our client is looking for an experienced Executive Assistant to provide in their Practice in Burgess Hill.


Core responsibilities: 

  • Director of first impressions
  • Client and prospect client communication
  • Responsibility over the Director’s email inbox   
  • Acknowledging client emails and sending out holding emails as appropriate
  • Managing multiple diaries which will chop and change frequently
  • Booking in client meetings via telephone and email communication for face to face discussion, virtual meetings and telephone calls as appropriate
  • Be open to using new technology to support this e.g. Calendly, Salesforce etc
  • Building relations with clients and external executive assistants to ensure a smoother transition to booking meetings within a timely manner
  • Driving forward a review meeting schedule to ensure all clients are contacted throughout the year and offered the opportunity for a meeting /call
  • Documenting and recording the review meeting process via the appropriate CRM – Salesforce
  • Ensuring meeting follow up is completed in a timely manner and referrals to external providers are followed through

Other responsibilities: 

  • Providing support with Client Events  
  • Providing the Director with support on personal matters  
  • Daily/weekly meeting with Operations Manager to provide an overview on activity levels  

Key attributes required for the role:  

  • Professional  
  • Personable approach  
  • Confidence  
  • Experienced with Microsoft Office and One Note
  • Experienced with Salesforce (desirable but not essential)
  • Experience with dictated meeting notes (desirable but no essential) 

If you are interested in this position, please email your CV to

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