Executive Personal Assistant – Principal Adviser

Jobtailor; Deutschland; Vor Ort; EUR 36.000 - 48.000; Vollzeit

Zusammenfassung

Jobtailor in Germany seeks an organized executive assistant to support a senior adviser. You will manage the diary, triage communications, prepare meetings, and track actions, ensuring all tasks are clearly defined and followed up.

You will coordinate with internal teams and external partners, maintaining CRM accuracy and documenting processes. Applicants should have experience supporting a senior professional, excellent written and verbal English and strong discretion.

Qualifikationen

• Experience supporting a senior professional or business owner.
• Excellent written and verbal communication in plain English.
• Strong organisational and prioritisation skills.
• High level of discretion and professionalism.

Aufgaben

• Proactively manage and prioritise the adviser’s diary.
• Triage inbox and route communication appropriately.
• Identify what needs the adviser’s attention vs what can be handled elsewhere.
• Prepare for meetings (documents, agendas, context).
• Capture actions and ensure they are completed.
• Act as a key point of contact for client queries (non-advice).
• Manage and track client journeys across Mortgages, Protection & Insurance, Investments & financial planning reviews, Estate planning.
• Keep clients updated in clear, plain English.
• Create, assign and track tasks across the business.
• Coordinate with internal support and external providers.
• Maintain CRM accuracy and document organisation.
• Monitor workflows and ensure nothing stalls or gets lost.
• Identify and improve inefficient processes.
• Work closely with a virtual assistant and external partners.
• Ensure tasks are clearly defined and followed through.
• Confidently follow up and keep people accountable.
• Coordinate blog uploads, newsletters and updates.
• Assist with client communications in a clear, friendly tone.
• Support relationship tracking and reporting.
• Support file preparation and internal checks.
• Maintain organised, accurate records.
• Assist with process documentation and ongoing improvements.

Kenntnisse

Organisational skills

Prioritisation

Written and verbal communication

Discretion and professionalism

Multi-tasking

Jobbeschreibung

• Proactively manage and prioritise the adviser’s diary
• Triage inbox and route communication appropriately
• Identify what needs the adviser’s attention vs what can be handled elsewhere
• Prepare for meetings (documents, agendas, context)
• Capture actions and ensure they are completed
• Act as a key point of contact for client queries (non-advice)
• Manage and track client journeys across: Mortgages, Protection & insurance, Investments & financial planning reviews, Estate planning
• Keep clients updated in clear, plain English
• Create, assign and track tasks across the business
• Coordinate with internal support and external providers
• Maintain CRM accuracy and document organisation
• Monitor workflows and ensure nothing stalls or gets lost
• Identify and improve inefficient processes
• Work closely with a virtual assistant and external partners
• Ensure tasks are clearly defined and followed through
• Confidently follow up and keep people accountable
• Coordinate blog uploads, newsletters and updates
• Assist with client communications in a clear, friendly tone
• Support relationship tracking and reporting
• Support file preparation and internal checks
• Maintain organised, accurate records
• Assist with process documentation and ongoing improvements

Requirements

• Experience supporting a senior professional or business owner
• Strong organisational and prioritisation skills
• Comfortable managing multiple moving parts at once
• Excellent written and verbal communication in plain English
• High level of discretion and professionalism