The Role:

• Serve as the primary point of contact for clients and third parties on behalf of the Managing Director (MD).
• Schedule and organize meetings for the MD with both new and existing clients, ensuring adherence to the ongoing advice review timelines.
• Assist in preparing documents for MD’s meetings.
• Handle post-meeting client correspondence and complete all related tasks for the MD.
• Update and enter client information for the MD into internal CRM systems.
• Gather all necessary information for writing client reports for the MD, ensuring it is accessible to paraplanners and organized appropriately.
• Communicate with Head Office and administrative centers as needed.
• Participate in forums and workshops for personal development when suitable.
• Arrange travel and accommodations for the MD concerning client meetings and personal vacations.

The Candidate:

• Possesses a positive ‘can do’ attitude.
• Capable of working collaboratively within a team, as well as independently in a dynamic office setting.
• Exhibits confident communication skills with team members, advisors, and clients, both in person and over the phone.
• Demonstrates a high level of proficiency in all Microsoft programs; this role requires the successful candidate to operate across multiple IT platforms, including CRM and Salesforce.
• Exhibits exceptional organizational skills, with an aptitude for managing and prioritizing workloads effectively.
• Adopts a flexible approach to daily tasks, adjusting to the business’s needs.
• Maintains a high level of attention to detail.
• Upholds strict confidentiality at all times.

Working Hours:

• This is a full-time, permanent position.
• Our core office hours are from 9 am to 5 pm, Monday through Friday.
• We are open to discussing flexible working arrangements and hours for the right candidate, which includes hybrid working.

Responsibilities:

• Provide administrative and operational support to the MD and leadership team.
• Manage a wide array of daily tasks, including diary management for the MD and coordinating associated travel arrangements.