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Executive Assistant

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Siamo Group

1mo ago

  • Job
    Full-time
    Mid & Senior Level
  • People, HR & Administration
    Banking & Finance

AI generated summary

  • You need proven experience in financial services, strong communication skills, excellent organization, a proactive attitude, familiarity with CRM and Excel, and a full UK driving license.
  • You will take meeting notes, manage client meetings, handle technical queries, support the team, and build client relationships while keeping informed on market trends and regulations.

Requirements

  • Proven experience in a support role within financial services or a similar industry
  • Strong communication skills, both written and verbal
  • Exceptional organisational skills with a keen eye for detail
  • The ability to build and maintain trusted relationships with clients and colleagues, fostering a collaborative environment
  • A proactive, self-motivated approach, coupled with excellent time management abilities
  • A calm and professional demeanour
  • Familiarity with CRM systems and proficiency in Microsoft Office, particularly Excel
  • A commitment to client confidentiality and an ethical, professional approach to work
  • A full UK driving license is mandatory for this role, as travel to client meetings is required

Responsibilities

  • Take detailed meeting notes and prepare review letters within the business’s CRM system, ensuring accurate documentation.
  • Attend all external client meetings alongside an Advisor, with the added responsibility of driving the Advisor when necessary.
  • Manage technical queries by liaising with the Advisor to provide consistent and accurate responses.
  • Provide additional support within the wider team when required.
  • Redirect queries allowing the Advisor to focus on business growth and strategic initiatives.
  • Stay informed on market trends and relevant regulatory changes.
  • Efficiently book and manage client prospect meetings and review sessions.
  • Build strong client relationships, acting as their primary contact in the Advisor’s absence.

FAQs

What is the role of the Executive Assistant in the company?

The Executive Assistant facilitates seamless communication between Advisors and the wider team, attends external client meetings, manages technical queries, and provides support to enhance business growth.

What qualifications are required for the Executive Assistant position?

Candidates should have proven experience in a support role within financial services or a similar industry, strong communication skills, exceptional organizational abilities, and proficiency with CRM systems and Microsoft Office.

Is a driving license necessary for the Executive Assistant role?

Yes, a full UK driving license is mandatory as the role involves travel to client meetings.

What benefits are offered to Executive Assistants?

Benefits include 25 days of annual leave (increasing to 30), competitive pension scheme, performance-based bonuses, life cover, healthcare support, and extensive training opportunities.

Are there opportunities for career advancement in this role?

Yes, the company is committed to employee welfare and career advancement, providing tailored growth plans and support for pursuing relevant qualifications.

What are the working hours for the Executive Assistant position?

Standard working hours apply, with an early finish on Fridays to promote work-life balance.

Will I be expected to attend client meetings alone?

No, you will attend all external client meetings alongside an Advisor, and you may be responsible for driving the Advisor if necessary.

How many annual leave days do Executive Assistants receive?

Executive Assistants receive 25 days of annual leave, plus bank holidays, with the allowance increasing yearly up to 30 days.

How does the company support continuous learning?

The company offers extensive training opportunities, tailored growth plans, and financial support for pursuing relevant qualifications.

Are there team bonuses available for the Executive Assistant role?

Yes, there are team bonuses based on overall company performance, in addition to individual performance-based bonuses.

Siamo Group

Human Resources
Industry
51-200
Employees
1984
Founded Year

Mission & Purpose

Siamo Group is a UK-based specialist provider of recruitment and training services across various sectors, including industrial, commercial, and engineering. They offer comprehensive workforce solutions, combining temporary and permanent recruitment with integrated training programmes to meet the evolving needs of businesses. Their ultimate goal is to empower both clients and candidates by connecting skilled individuals with the right opportunities while fostering professional growth. Siamo Group aims to be a trusted partner in helping companies build effective teams and helping workers develop their careers.