Senior Administrator / PA to Director

An exciting opportunity has arisen to join our client, a well-established Wealth Management company, as an experienced Administrator / Personal Assistant. This role involves providing high-level operational support to the Managing Director (MD) and the leadership team. The position offers a diverse range of responsibilities, including diary management, travel arrangements, email and client administration, and other key operational tasks.

Key Duties and Responsibilities:

• Deliver professional and proactive support to the MD.
• Manage diaries, schedule client meetings, book appointments, and organise email and call time.
• Arrange business travel, including meetings, internal events, and flights.
• Maintain and update client records and files to ensure excellent service delivery.
• Use internal systems such as Salesforce, iBusiness, and My Practice to log client information accurately.
• Prepare for client meetings, including documentation and follow-up actions.
• Liaise with third parties to process client cases accurately and promptly.
• Handle calls, take messages, and respond to client queries.
• Oversee the MD’s email inbox and manage tasks within Salesforce.
• Produce illustrations and payment forms (e.g., top-ups).
• Assist with MD’s accounting requirements and liaise with the accountant where needed.
• Support marketing and event initiatives as required.
• Provide team support, including assisting other advisers during the MD’s absence.

Person Specification:

• Excellent interpersonal skills with the ability to build rapport quickly, both face-to-face and over the phone.
• Strong written communication skills.
• Proficiency in Microsoft Office, including Outlook, Word, PowerPoint, and Excel.
• Highly organised with exceptional attention to detail.Capable of managing time effectively and multitasking efficiently.
• Able to remain calm under pressure and manage conflicting demands effectively.
• Positive, proactive, and adaptable to change.
• A collaborative team player who can also work independently on tasks.
• Creative approach to problem-solving.