Financial Divisions
St Albans, UK
A successful St. James's Place Practice based in St Albans is looking to appoint an experienced Executive Assistant to provide high-level administrative and organisational support to the senior leadership team. This is an excellent opportunity for a proactive and highly organised EA who enjoys working in a fast-paced professional environment and playing a key role in ensuring the smooth running of a busy wealth management practice. Key Responsibilities Providing full executive support to senior advisers and directors, including diary management and meeting coordination. Managing client communications , ensuring a high standard of service at all times. Preparing meeting packs, client reports and documentation ahead of adviser meetings. Coordinating internal meetings, events and business activities . Supporting with practice operations, compliance administration and workflow management . Acting as a key liaison between advisers, clients and providers including...