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Personal Assistant - Horsham

Artemis Recruitment Consultants Ltd

Horsham

On-site

GBP 30,000 - 35,000

Full time

30+ days ago

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An established industry player is seeking a Personal Assistant to support their Managing Director in Horsham. This dynamic role involves managing schedules, client servicing, and ensuring high-quality performance across various tasks. The ideal candidate will thrive in a fast-paced environment, showcasing strong organizational skills and a commitment to client service. With a competitive salary and a focus on team culture, this opportunity is perfect for those looking to make a significant impact while advancing their career in a supportive and inclusive setting.

Experience in client interaction and building rapport is essential.
Strong numerical skills to analyze financial data and performance metrics.

Manage diary and inbox for the Managing Director effectively.
Ensure compliance and scheduling reviews for clients.

Client Interaction

Change Management

Case Management

Numerical Analysis

Stakeholder Influence

Autonomous Work

Team Leadership

Office 365 Proficiency

Diversity Advocacy

Wellbeing Promotion

CRM Software

KPI Platforms

Type of Position: Personal Assistant - Horsham
Pay: £30k - £35k

Personal Assistant - Horsham

Our client is looking for a PA to join their successful team in Horsham, Sussex. The role will involve supporting the Managing Director, ensuring client requirements are met. Earn up to £35k with benefits, depending on experience.

Specific Activities Include:

Diary and inbox management
Weekly stats – meetings to be uploaded to CRM and KPI platforms
Client servicing: compliance, servicing and scheduling reviews
Prospect servicing
Actioning any tasks on back of info received
Meeting packs
Complete a basic voyant and include expenditure questionnaire
Add investment funds to analytics
Ensuring accuracy and consistency of reports
Developing a training programme with Managing Director to identify key skills gaps and training needs for all members
Liaising with team to arrange training
Conduct regular spot checks on file notes to ensure quality and consistency
Review length of time for applications processing addressing any issues of delays
Help with addressing issues and escalations that cannot be addressed by PAs or Advisors

Key Skills / Experience:

Demonstrable experience of building rapport and interacting with clients effectively.
A driven individual with a focus on client service and leading a high-performance culture.
Adaptable to change management plans and advocate to business initiatives.
Highly skilled and organised to manage multiple case management progress channels.
Strong numerical ability to analyse financial data and performance metrics.
Confidence and ability to influence senior stakeholders.
Ability to work autonomously as well as follow direction from C-Suite directives.
Motivate and mentor team leaders towards business efficiency.
IT technically proficient including Office 365.
Committed to advocating and encouraging an inclusive and diverse team culture.
Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.

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