Executive Assistant

Executive Assistant Salary - Up to £50,000 (depending on experience) + Bonus and Benefits Locations Remote / Hybrid (2 days a month in Knightsbridge / South Kensington locations) Working as part of the team at an Appointed Representative of St. James s Place Plc. An excellent opportunity has arisen for a professional and adaptable Executive Assistant to work for the Founder and Advising Principal within a St. James s Place Partner Practice, which is based in London. The Executive Assistant will be managing the work generated by the Founder and providing ongoing top-level support, which will include PA duties along with technical administration of the client review process. The Role: Executive Assistant Managing the Partner s diary; scheduling meetings with existing clients, prospects, external services providers Managing SJP meeting rooms and external venue bookings as appropriate Email management -responding to emails on the Partner''s behalf Being the first point of contact for clients via phone/email Submitting both new and replacement investment business, pension business, EIS and VCT business including applications, illustrations, EBS submissions, advice sets and advice record Producing and sending Ongoing Advice Review Letters to clients Updating client CFRs prior to annual review meetings Maintaining client records within Salesforce Remaining fully updated on SJP internal processes changes, SJP news, and completing required internal SJP exams in a timely manner as ..... full job details .....
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