A boutique wealth planner, asset manager and employee benefits specialist company based in London are looking for a PA/ Administrator. Paying up to £32,000. Large degree of flexability to work from home.

Accountabilities

The role comprises, but is not restricted to:

PA duties

• Organise and diarise meetings on behalf of the Private Client Director
• Work with the Private Client Director to prioritise tasks
• Fields calls and email queries as appropriate and act on all non-technical queries
• Organise travel, including transport, accommodation and any other necessary arrangements
• Manage the Private Client Director's expenses and CPD

Administrative Duties

• Chase clients for relevant paperwork and information
• Provide agendas for internal and client meetings
• Maintain distribution lists for central marketing and bulk communications
• Handle client queries in a professional and timely manner, distributing to relevant members of the support team as required

Client servicing and client files

• Send forms to clients and providers, including cover letters
• Assist with general administration as required e.g. scanning and filing
• Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelliflo and the Document Management System, where appropriate
• Run client risk tolerances and carry out anti-money laundering checks

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.