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Executive Assistant

TEAM Inc., City of London

Executive Assistant

£30000-£35000

TEAM Inc., City of London

  • Full time
  • Permanent
  • Onsite working

Posted today, 1 May | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

Job ref: b546edbc1b324b5ba9d2229f3825e75e

Location ref: City of London

Full Job Description

Highly organised, proactive and client-focused Executive Assistant ro support a team of Financial Advisers within a wealth management practice. You will

  • Manage adviser's calendars, email inboxes, and scheduling priorities
  • Track key tasks, follow-ups, and deadlines
  • 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 arrangement and logistics as needed

    Preferably in wealth managment or finance services
  • Strong organisational and multitasking abilities with high attention to detail
  • Excellent written and verbal communication skills
  • Ability to work both independently and collaboratively in a fast paced setting.

Direct job link

https://www.jobs24.co.uk/job/executive-assistant-126775684
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