Executive Assistant – Prestigious Brokerage – Berks/Kent/Surrey/London (Hybrid)

£35,000-£45,000 plus Benefits.

James George Recruitment has partnered with a highly successful Commercial Finance Brokerage, which also has an affiliation to a leading International Accountancy Firm. Following a period of sustained growth, they have created a new position for an Executive Assistant to support the Partner and assist the wider team with administrative tasks.

This is a Hybrid role where you can be based at one of their offices in the Southern Home Counties or London, as well as working remotely.

Responsibilities:

• Efficient management of deals being placed into the market for funding solutions as well accounting administration work and managing calendars etc.
• 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 updated in 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.
• 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.

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 their business by providing personalised and timely support to the team and particularly the Partner.

An excellent range of benefits accompany the salary quoted above as well as a genuine work/life balance, which can be very hard to find in this line of work! This is an excellent opportunity for someone to join a successful, award-winning business where your hard work and success will really be noticed.

To discuss further, please don’t hesitate to contact Adam Sommerville adam.sommerville@jgrecruitment.com or Lorna Coburn lorna.coburn@jgrecruitment.com at James George Recruitment.