Executive Assistant
CV-LibraryWolverhampton, West Midlands (County)permanentPosted: 29 April 2026
Apply NowHighly organised, proactive and client-focused Executive Assistant ro support a team of Financial Advisers within a wealth management practice.
You will
* Manage adviser's calendars, email inboxes, and scheduling priorities
* Track key tasks, follow-ups, and deadlines
* Assist with preparing presentations, meeting preparation packs and internal meeting notes
* Maintain client records and ensure documents are updated on Salesforce and other relevant systems.
* Process adviser expenses, invoices, and reimbursement forms
* Coordinate travel arrangement and logistics as needed
PREVIOUS EXPERIENCE REQUIRED
* Preferably in wealth management or finance services
* Strong organisational and multitasking abilities with high attention to detail
* Excellent written and verbal communication skills
* Ability to work both independently and collaboratively in a fast paced setting.
Get in touch for a full Job Description
You will
* Manage adviser's calendars, email inboxes, and scheduling priorities
* Track key tasks, follow-ups, and deadlines
* Assist with preparing presentations, meeting preparation packs and internal meeting notes
* Maintain client records and ensure documents are updated on Salesforce and other relevant systems.
* Process adviser expenses, invoices, and reimbursement forms
* Coordinate travel arrangement and logistics as needed
PREVIOUS EXPERIENCE REQUIRED
* Preferably in wealth management or finance services
* Strong organisational and multitasking abilities with high attention to detail
* Excellent written and verbal communication skills
* Ability to work both independently and collaboratively in a fast paced setting.
Get in touch for a full Job Description