Job Description: The Personal Assistant (PA) will provide comprehensive administrative and operational support to a team of financial consultants. This role is crucial in ensuring smooth daily operations, effective client servicing, and timely execution of administrative tasks in a dynamic and fast-paced financial environment. The ideal candidate is organised, proactive, and creative, with a strong eye for detail and the ability to multitask efficiently while maintaining confidentiality. Here is a polished and concise bullet-point version of your responsibilities: Responsibilities Coordinate client meetings, appointments, and calls for financial consultants, ensuring efficient schedule management.
Manage emails, messages, and client inquiries, providing timely responses or directing them appropriately.
Set reminders and follow up on key consultant tasks to ensure deadlines are met.
Prepare and maintain client documentation, reports, and policy follow-ups.
Support consultant...