Job Details

Personal Assistant / PA

Sector:Financial Services

Region : West Midlands

Location: Sutton Coldfield

Salary: £24,000 - £30,000

Job Ref.: 69044

Job Information

Working in partnership with a Wealth Management firm based in Sutton Coldfield, I am currently recruiting for a Personal Assistant to join a busy fast paced, professional environment.

As a Personal Assistant you will work with the Director offering administrative and PA support.


Salary: £24,000 - £30,000

Duties will include but will not be limited to;

• Liaising with clients and professional connections on a daily basis.
• Support the Directors, providing full administrative support
• Manage Directors` diary booking all client meetings in advance
• Deal with Directors` post daily, scan & acknowledge all items of post.
• Prepare a variety of reports, review packs and agendas for client meetings.
• Collate and compile files in preparation for client meetings
• Input client data into back office system
• Meet and greet clients and prepare lunch for meetings when required
• Amend and update Directors` CPD logs on a weekly basis.
• Deal with Directors` personal filing, correspondence etc as required
• Organise corporate events
• Prepare and send mailshots
• Distribute & reformat corporate marketing including newsletter and social media
• Resolve customer queries quickly and satisfactorily
• Proof read, reformat, send and file Director`s correspondence
• Any other tasks considered commensurate to the post

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Rebecca Hunt.

For further information please contact me on 0161 638 8627, email