Personal assitant to IFA

Company Description

Riverpark Investment & Financial Consultants Ltd is a financial services company based at 4 Rogart Street, Glasgow, United Kingdom. The company offers a range of investment and financial consulting services to a diverse clientele. Riverpark prides itself on delivering personalized and professional advice to help clients achieve their financial goals.

Role Description

This is a full-time on-site role for a Personal Assistant to an Independent Financial Advisor (IFA) at Riverpark Investment & Financial Consultants Ltd in Glasgow. The Personal Assistant will be responsible for managing the IFA's diary, handling clerical tasks, and providing executive administrative support. Day-to-day tasks will include reviews, managing client communications, preparing documents, and ensuring efficient office operations.

Qualifications

• Personal Assistance and Executive Administrative Assistance skills
• Communication and Diary Management skills
• Proficiency in Clerical Skills
• Excellent organizational and multitasking abilities
• Ability to maintain confidentiality and handle sensitive information
• Experience in the financial services industry is a plus
• Strong attention to detail and problem-solving skills
• Bachelor's degree or relevant qualification in a related field is beneficial