Executive Assistant

Swindon

£25,000 - £27,000

Monday - Friday 8:30 - 17:00

We have a great opportunity for a proactive and methodical EA to join a well-established business in Swindon. They are looking for someone with good organisational, and client service skills to assist their advisers.

Key Duties:

Concise and detailed note taking, along with drafting meeting review letters.
Regular and live time updates of the CRM system.
Accompany adviser to all external client meetings.
Assist and manage queries which arise that are of a technical nature, liaising with the adviser where appropriate, to deliver consistent and detailed responses.
Ensure client satisfaction is kept to a high standard.
Ensure all client prospect cases are monitored and updated where necessary.
Proactively monitor your own and adviser diaries to promote effectiveness.
Ensure assigned tasks on CRM system are up to date, accurate and completed within the timescales provided.
Ensure client emails & phone calls are responded to within 24 - 48 hours. 

The Ideal Candidate:

Remain calm and friendly in conflicting situations.
Understand the importance of client confidentiality.
Highly organised - maintaining client records, technical and compliance requirements.
Show willingness to expand and increase knowledge in all areas of financial services
Experienced in maintaining systems, processes, and procedures.
Excellent communication, interpersonal and listening skills.
Ability to explain complex information simply and clearly.
Ability to network and quickly establish trusted client relationships.
Research, analytical and decision-making skills.
Exceptional client servicing skills.
Self-motivated with good time management skills. 
What they will offer in return:

3pm Friday finishes
Company bonus25 days holiday that increases with service
Generous pension scheme
Company celebration gifts
Life cover
Team nights out
Hybrid working after probation, this will be business needs dependant