Job Title

Pinnacle Wealth Management provided pay rangeThis range is provided by Pinnacle Wealth Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay rangeDirect message the job poster from Pinnacle Wealth Management HR Associate at Pinnacle Wealth Management a Principle Partner Practice of St. James’s PlaceSalary between £29,000 - £30,000 per annum. Hybrid working in Canary Wharf, 3 days per week. Main Purpose of Job The main purpose of this role is to provide comprehensive organisational and administrative support to an Adviser/s within Pinnacle Wealth Management as part of the central Assistant Support Unit (ASU). The role has elements of business administration as well as element of a Personal Assistant role (e.g. diary management). The ideal candidate will need to be excellent at managing numerous tasks at any one time, prioritising these and maintaining attention to detail. Key Responsibilities of the Job Diary and email management e.g. booking client meetings via phone and email, responding to client emails Keep an accurate record of all meetings and notes within Salesforce Manage client actions using Salesforce tasks Send and chase LOA’s Complete CYC’s and CFR’s Prepare Transfer packs Prepare Lifeplans, ensuring all documents are appropriately personalised, accurate and comply with Pinnacle standards Prepare Voyant reports, inputting the client’s information in order to create a base plan, create ‘what if’ scenarios and generate reports Prepare Analytics reports, locating funds and pre-populating client portfolios, producing fund and performance analysis New business case submissions via Lifeplan and CFR’s Prepare meeting packs for existing and potential client meetings Manage client actions using tasks Submit fund switches and obtain product valuations Confirm receipt of client’s funds and inform the client accordingly Use all SJP systems effectively to support your daily tasks Any other ad hoc requests that your manager or advisor/s may need you to undertake. Requirements of the Job (including Interpersonal) Previous experience working in an administrative role Strong attention to detail and accuracy of reporting is a necessity for this role Extremely organised with the ability to multi-task Has a positive approach Highly motivated, with a great work ethic Ability to work under pressure and meet deadlines Committed to delivering first-class client service Resilient Effective team player Accountable for own actions Discrete and professional in all communication Adaptable and flexible Willingness to challenge in a constructive and non-confrontational manner. Example, using influencing behaviours with SJP admin centres and Pinnacle Business Processing team Self-motivated and willing to work at times in isolation and as part of a wider team People Management Responsibilities No direct management responsibilities but there is a need to build strong relationships across the business and at all levels. Job Knowledge Complete all training provided. Complete all SJP product exams for each tax year. Seniority levelSeniority level Entry level Employment typeEmployment type Full-time Job functionJob function Administrative Referrals increase your chances of interviewing at Pinnacle Wealth Management by 2x Get notified about new Administrative Assistant jobs inLondon Area, United Kingdom . London, England, United Kingdom 1 month ago London, England, United Kingdom 1 week ago London, England, United Kingdom 2 weeks ago London, England, United Kingdom 2 weeks ago London, England, United Kingdom 1 week ago Executive Assistant, Global Partners EMEALondon, England, United Kingdom 22 hours ago London, England, United Kingdom 4 days ago City Of London, England, United Kingdom 2 days ago London, England, United Kingdom 1 week ago Team Assistant – Ongoing Temp | Private Equity | Immediate Start | MayfairLondon, England, United Kingdom 2 weeks ago London, England, United Kingdom 2 weeks ago London, England, United Kingdom 3 weeks ago London, England, United Kingdom 2 days ago London, England, United Kingdom 1 week ago Executive Assistant to Chief Commercial Officer - 12-month Maternity CoverLondon, England, United Kingdom 1 week ago London, England, United Kingdom 23 hours ago Greater London, England, United Kingdom 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr