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Astral Recruitment
Executive Assistant Financial Services coAstral Recruitment • Wolverhampton, West Midlands, UK
Executive Assistant Financial Services co

Executive Assistant Financial Services co

Astral Recruitment • Wolverhampton, West Midlands, UK
3 days ago
Job type
  • Full-time
Job description

Our client is a successful and well established family run business specialising in Financial Planning to their clients

The company are dealing with full Financial Planning needs to a loyal client portfolio including tax pensions and investment advice

We are looking for an experienced EA to support 2 of the Financial Advisers

Key Responsibilities

  • Manage advisers’ calendars, email inboxes, and scheduling priorities.
  • Track key tasks, follow-ups, and deadlines to ensure advisers stay on top of client and regulatory requirements.•
  • Assist with preparing presentations, meeting preparation packs and internal meeting notes.
  • Maintain client records and ensure documents are updated on Salesforce and other relevant systems.•
  • Process adviser expenses, invoices, and reimbursement forms.
  • Coordinate travel arrangements and logistics as needed.
  • Serve as the primary administrative point of contact for clients, ensuring a smooth, professional, and timely experience.
  • Proficiency in Microsoft 365 (Outlook, Teams, Excel, Word, PowerPoint).
  • Salesforce experience is advantageous.

In return you will receive a competitive basis plus benefits package and chance of an immediate start

For more details call Jason at Astral

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Executive Assistant Financial Services co • Wolverhampton, West Midlands, UK

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