- London, GB
- £7 /hr
- Available now
My skills and experience provide me with the tools to work through different tasks independently. I work on my own initiative and this has gained me further confidence in findingmore...My skills and experience provide me with the tools to work through different tasks independently. I work on my own initiative and this has gained me further confidence in finding solutions to problems. I have a typing speed of 70wpm and pay attention to detail, excellent organisational and interpersonal skills, which allow me to create a smooth back office system.
Area Covered: typing reports, brouchures, documents, letters, memos, audio transcription,
Company Name: PA Workstation
Industry: Financial Services
Job Title: Director
Company: PA Workstation
Description: Providing PA support which enables you to focus on building client relationships, raising your business profile and being the expert you deserve to be.
Contact Gina at email@example.com for your free consultation.
Job Title: PA to IFA
Company: Aspire Independent Financial Planners LLP
Description: PA to IFA - duties included:
• Preparing new business applications
• Organising existing business valuations
• Reason why letters and general administration letters
• Organising files
• Meeting deadlines in preparation for adviser appointments
• Dealing with client queries
•Control of business duties whilst adviser absence
Job Title: PA to IFA
Company: EA Levene Consulting Ltd
Description: PA to Independent Financial Advisers
My main duties were to follow through the sales process of new business through to completion, this involved correspondence, suitability letters, research, and ensuring an audit trail of meetings and administration.
Job Title: Team Administrator
Company: Prudential Assurance
Description: My career with prudential enabled me to work in various roles within the retail division. This provided me with a broad range of assurance and general insurance product knowledge which enabled me to help individuals through a direct sales force. I was responsible, as part of a team, for support in an administrative capacity to a team of financial consultants, sales manager and then branch manager. Based on my strong performance and commitment I was promoted from temporary to permanent position.
Summary: BA Hons business administration
Degree: BA Hons
Field of Study: Business Administration
University / College: London Metropolitan University
University / College: Stoke Newington School
Virtual Personal Assistant for IFAs