PA to Director Wealth Management
As a leading, independently owned, financial and professional services group, Our Client has been looking after the financial affairs of individuals, families and businesses for more than a century. They aim to deliver imaginative yet pragmatic advice and solutions tailored to their Clients individual circumstances and needs. The group has a respectable and ethical culture and recruiting for a PA to one of their Partners in their Stunning Birmingham offices.
The successful candidate should possess excellent PA and Secretarial Skills and be able to audio type and take minutes, Diary management, Report writing, research, organise travel/accommodation when necessary, manage their office administration, i.e. emails, clients call backs, and prioritise work load.
Good all round MS office skills and CRM experience also necessary.
The role is working closely with a Director of Investment so some Financial Services, Wealth Management knowledge would be extremely advantageous.
Salary is in the region of GBP28,000 plus excellent benefits, pension etc