experienced Assistant / Financial Services Administrator to assist a Wealth and Portfolio Manager. This role
investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well established established and focuses on managing an existing client base and not too much on new client acquisition
Responsibilities:
typical reception duties, as well as administration assistance for general company requirements and safety. interview setting/ questions, to determine skills in: Managing different tasks at the same time Basic mathematics candidate's capability/ expertise. Reception: Managing Front Desk Meet & Greet Clients & Visitors Telecommunication or Email Managing Meetings Diary & Boardroom Bookings Assist in Coordinating Internal Internal & External Company Events Managing Office Inventory such as Stationary, Office Equipment &
license
In your role as a Personal Assistant, your duties and responsibilities are recorded requested
Diary Management where requested
Taking minutes of meetings
Assist with various tasks
Assist when required with various charity events, including company/family events
Assist with with the management of the in-house grooming consultants
The above-mentioned duties may be updated
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