Personal Administrator (Financial Services)

Description, duties, responsibilities

Farnham, Surrey

My client a highly personalised and professional, Independent Financial Services practice, based in Farnham Surrey, who work on an individual basis, with both personal and corporate clients on a wide range of financial planning needs, is now looking for a Personal Assistant reporting directly to the Managing Director.

Duties will involve:

• Strong administration skills
• Contacting existing clients, building strong customer relationships and arranging reviews
• Diary management
• Event management.

Personal requirements:

• A good standard of education
• Professional and approachable
• Knowledge of Microsoft Word, Excel and Outlook
• Excellent standard of communication
• Client focused
• Ability to work well in a team environment
• Smart Professional Appearance
• Works with high accuracy and attention to detail.

If you would like to discuss this opportunity further please forward a copy of your CV for immediate short-listing.

Other benefits

Flexible Working hours 

Personality requirements and skills

Required skills

• Communication Skills
• Meeting Greeting
• Microsoft Office
• Answering Telephones
• Receptionist Duties