Personal Assistant - Entry Level Role ID-5126

January 27, 2025

Are you a highly organised, efficient, and communicative individual ready to kickstart an exciting career journey? Look no further as we have the perfect role for you!..

Woking -Central

£23-25k (DOE) plus 25 days holiday +BH, Pension, Hybrid Working, Progression Opportunities, Study support & So much more!!

Monday -Friday ( 9am -5pm)

Interviewing: ASAP

We are currently supporting a leading financial services organisation, dedicated to providing exceptional services to their high-net-worth clients. With a strong focus on professionalism and efficiency, they are seeking a skilled Personal Assistant to join their dynamic team.

As a Personal Assistant, you will support designated advisers, ensuring smooth daily operations and providing professional service to clients.

This is an exciting opportunity to work in a dynamic environment and make a valuable contribution to the team!

No previous experience is required for this role as full training... will be provided.

Responsibilities:
Prepare client meeting packs and assist with meeting coordination.
Welcome and assist visitors, ensuring a positive experience.
Manage diaries for designated Advisers, coordinating appointments efficiently.
Handle phone calls and respond to emails promptly and professionally.
Organise off-site meeting rooms and arrange transport and accommodation for advisers.
Coordinate client lunches, making restaurant reservations or arranging catering.
Attend team and departmental meetings, contributing to discussions as required.
Support designated Advisers with expense claims.
Perform general administrative tasks such as setting up service propositions and tracking leads.
Collaborate with the accounts department on invoices and expenditure.
Assist the Executive PA with company events and day-to-day office operations.
Organise the Quarterly Staff Meeting, including agenda and minutes.

Skills/ Experience:
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams).
Approachable and professional demeanour.
Strong interpersonal skills for effective communication with high-net worth clients.
Team player with enthusiasm and ability to work with colleagues at all levels.
Excellent written and verbal communication skills.
Strong prioritisation skills and ability to work efficiently
Experience with CRM software such as Intelliflo. (Desirable)
Knowledge of IFA office procedures and compliance (Desirable)
Degree-level education.

If this role sounds of interest then apply now or contact Annie, (url removed) or call (phone number removed)

We look forward to hearing from you soon!

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

DISCLAIMER

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

5. HOW DO YOU PROCESS INFORMATION?

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

8. HOW TO PRIORITIZE WORK?

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

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