Financial Services Coordinator
2 weeks ago
Company Overview
Independent Resourcing Consultancy Ltd is a leading investment management firm that develops lasting partnerships with clients. We specialize in wealth management and financial services, providing tailored solutions for every aspect of financial life.
We help clients achieve their financial goals with confidence by offering comprehensive support and guidance. Our team of experts works closely with clients to understand their needs and develop personalized strategies to meet their objectives.
Job Description
The Wealth Management Administrative Assistant will provide administrative support to our executive team, ensuring the smooth operation of the office and contributing to the overall success of the senior leadership team. Key responsibilities include:
- Providing comprehensive administrative support to the executive team, including managing schedules, appointments, and meetings.
- Handling correspondence and communication on behalf of executives, as well as preparing reports, presentations, and documentation as required.
- Coordinating travel arrangements and itineraries, as well as assisting in project management and following up on action items.
- Maintaining confidentiality and handling sensitive information with discretion.
Required Skills and Qualifications
To be successful in this role, you will need:
- 5 years of proven experience as a Wealth Management Administrative Assistant in Financial Services.
- Exceptional organizational and time management skills, as well as strong verbal and written communication abilities.
- An advanced working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- The ability to work independently and collaboratively in a fast-paced environment, with a high level of professionalism and attention to detail.
Benefits
As a member of our team, you can expect:
- A competitive salary package.
- Opportunities for professional development and growth.
- A supportive and collaborative work environment.
How to Apply
If you are a motivated and dedicated professional looking to make a significant impact, we encourage you to apply. Please submit your resume and a cover letter detailing your experience and suitability for the role.
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