Address
Form of work
SalaryThe Role
We are looking for an Executive Assistant to perform a variety of administrative tasks and support the Partner and our Commercial Broking Director team.
Executive Assistant's responsibilities include efficient management of deals being placed into the market for funding solutions as well accounting administration work & managing calendars etc.
To be successful in this role, you should be well-organized, have great time management skills and be able to act without guidance. Some financial services and/or bookkeeping experience would be an advantage.
Ultimately, you will contribute to the efficiency of our business by providing personalized and timely support to the team and particularly the Partner.
The Requirements
- Logging all new introductions onto the CRM database
- Updating the CRM database to ensure the appropriate deal status is applied to each Prospect
- Ensuring Key CRM Tasks dates are observed and that the system is update din a timely manner
- Producing Management reports at agreed intervals from the CRM database.
- Placing deals to Funders via direct Portal Access or other agreed method.
- Acting as the primary point of reference for all parties in respect of placed deals.
- Maintaining the Deal Flow Board.
- Taking on Invoicing and accounts package management.
- Recording on Bank rec document payments in keeping up to date BDM spreadsheets.
- Monitoring of all central email boxes.
- Experian searches.
- PA responsibilities for the Partner including managing diary and making travel arrangements etc.
The Requirments
- MS Office - specifically use of Word and Excel.
- Data Input Skills.
- Previous experience of a CRM system would be advantageous.
- Some financial services and/or bookkeeping experience would be an advantage.
