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Financial Services

Hove

10/08/2021

Type of Position: Personal Assistant
Pay: up to £35k

PA - Hove - up to £35k

Our client is looking for a Personal Assistant to join their successful team in Hove. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £35k with benefits, depending on experience.

Specific Activities Include:

  • Diary and inbox management.
  • Weekly stats – meetings to be uploaded onto relevant platforms.
  • Client servicing: compliance, servicing and scheduling reviews.
  • Prospect servicing – Booking in 2nd/3rd/4th meetings.
  • Actioning any tasks on back of info received.
  • Admin duties.
  • Ensuring accuracy and consistency of reports.
  • Liaising with team to arrange training.
  • Conduct regular spot checks on file notes to ensure quality and consistency.
  • Review length of time for applications processing addressing any issues of delays.
  • Help with addressing issues and escalations that cannot be addressed by PAs or Advisors.

Key Skills / Experience:

  • Demonstrable experience of building rapport and interacting with clients effectively.
  • A driven individual with a focus on client service and leading a high-performance culture.
  • Adaptable to change management plans and advocate to business initiatives.
  • Highly skilled and organised to manage multiple case management progress channels.
  • Strong numerical ability to analyse financial data and performance metrics.
  • Confidence and ability to influence senior stakeholders.
  • Ability to work autonomously as well as follow direction.
  • Motivate and mentor team leaders towards business efficiency.
  • IT technically proficient including Office 365.
  • Committed to advocating and encouraging an inclusive and diverse team culture.
  • Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk.

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