About the job Executive Assistant
Position Tile: Executive Assistant
Classification: Associate
Salary: 30,000-40,000 a month
Reports To: Account Manager, Client
Primary Relationships: Client
Date: June 2022
Schedule: 9AM - 5PM UK TIME
Responsibilities:
Create & Set up Initial, General and Complimentary Packs for the Week
Send Letters of Authority via email to providers
Chase Letters of Authority information through
Request Fund Backtesting from TP
Complete RAF (cost analysis & comparison)
Client updates for CBMs (Send to CBM to approve and send)
Chase Clients (Send to CBM to approve and send)
Chase providers
Deal with Activities delegated to them from UK Team
Attend CBM huddle on Wednesday mornings
Create estate planning visual slides for compliance approval – SB to train
Monitor Leadership Team’s email accounts deal with their junk emails and triage what is left
Receive training from Steve regarding basic principles of English law and estate planning services, we provide
Complete and pass SWW online training course
Takeover in full as CBM’s for estate planning to include producing the Wills and lasting powers of attorney on our software system
To provide the bespoke recordings for draft will checking
Attend advisor meetings and create meeting notes as meeting happens, agree key tasks with advisor straight after meeting, create suggested PML for advisor sign
off, save notes immediately to client file
Create basic cases on CW to include Wills & LPAs
Requirements:
Excellent written and spoken English
Need to mirror 9am-5pm UK workday for minimum first 4 weeks of training and then can have flexible time / working hours
Ability to work independently, with limited required direction and guidance (of course, you will be trained and you will learn the style of your client before you're moved to independent mode!)
Display professional communication via phone, text, and email
Organize and scheduling meetings and appointments
Phone management (inbound and outbound)
Excellent English language skills (written and speaking)
Good time management and task management skills
Noticeable organizational and prioritization skills
Ability to work independently and meticulously
Proficiency in MS Office and Google Suite
Able to demonstrate initiative