Proactively anticipating their needs, managing their time and information, and ensuring they have everything they need to make informed decisions and execute their responsibilities.
Maximise the effectiveness and efficiency of primarily the CEO and additional support to executive team.
Whilst acting as a trusted confidante and sounding board, providing support and discretion in all matters.
Posted by Ellis James Partners Limited • £25K/yr to £27K/yr
Overview
A leading IFA in Wolverhampton is seeking an experienced Client Services Administrator with previous experience in a similar role.
SJP experience is desirable.
General
The successful candidate will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings.