
Administrative Support Professional
2 days ago
We're seeking a skilled and detail-oriented Client Service Executive to join our team. In this role, you will provide exceptional administrative support to our team of Directors, Associate Directors, and Senior Private Client Advisers.
Your key responsibilities will include:
- Providing general administrative support to the team.
- Acting as the first point of contact for clients, handling their queries efficiently.
- Preparing investment presentations and collating documentation for client meetings.
- Managing follow-up activities from client meetings and completing meeting minutes.
- Updating and monitoring our CRM system to ensure accurate records and compliance.
- Liaising with internal departments to facilitate client requests and ensuring operational procedures are met.
- Working with the team on reporting and task management, implementing company practices, and communicating new applications.
- Assisting with administrative tasks for client events and conferences, providing on-site support and hospitality.
- Participating in interdepartmental projects to enhance client servicing and facilitating deployment and communication of new applications.
To succeed in this role, you'll need:
- A minimum of 1 year of experience in an administrative position.
- A degree or master's level in Business/Finance related area.
- High proficiency in MS Word, Excel, Outlook, and PowerPoint.
- A flexible and positive attitude towards work.
- Excellent attention to detail and organisational skills.
- An ability to work effectively as part of a team and prioritise your workload.
We offer a range of benefits and experiences to support your professional and personal growth. These include competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, multiple insurance coverage, training support, sports and social programmes, flexible working options, employee assistance programme, enhanced leave options, and social and community care initiatives.
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