PA / EA to CEO - Financial Services Ruddington - 50/50 hybrid working available after probation Overview: To provide high quality support to the CEO. This is an important role where the job holder is often considered to be the voice and the face of the CEO both internally and externally. Being able to think independently, work through problems systemically and calmly and being able to communicate effectively are key parts of the role. Key Duties: To act as first point of contact for clients and colleagues, knowing which issues and queries need to be referred to the CEO To control and manage the CEO s diary Prep information and documentation for scheduled meetings. Ensure that action points from meetings are diarised and actioned accordingly. Order Valuations/Wealth Reports as required. Ensure the administration of the CEO s portfolio is exemplary Occasional support as required by the MD Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings, send confirmation letters/emails Prepare meeting packs for CEO. Monitor / chase for the return of meeting notes Meet and Greet CEO s clients when meetings are held onsite Give any Letters of Authority bought back from client meetings to relevant Admin who co-ordinate the Letters of Authority system. Process change of address requests via the MyPractice system. Notify any Death claims via MyPractice and follow Practice Guidelines through to ..... full job details .....