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Full-Time Personal Assistant to Financial Adviser

Woodbrook Wealth Management – Posted by Woodbrook Wealth Management Budapest, Budapest, Hungary

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Job Description

Woodbrook Wealth Management is searching for fluent English speaking, young, dynamic, well spoken, confident, outgoing candidate to work as Personal Assistant to Financial Adviser here in Budapest.

RESPONSIBILITIES:
• Contacting clients and setting up meetings, either within an office environment or in clients’ business premises;
• Promoting the services Woodbrook Wealth Management provides;
• Call potential clients and arranging appointments with prospects;
• Liaising with your Financial Advisor and financial institutions;
• Providing Administrative support to your Financial Advisor, preparing forms,
agreements and applications;
• Answering telephone calls;
• Managing and organizing appointments and meetings;
• Managing your Financial Adviser’s diary;
• Managing databases;
• Attending events/meetings as the Financial Adviser’s representative.

SKILLS REQUIRED:
• Good verbal and written communication skills
• Capacity to adapt to a fast-paced environment
• Manage time effectively
• Calm under pressure and capable of thinking on their feet
• Work well as part of a big team
• Outgoing personality
• Organizational skills
• Accuracy
• Efficient
• Self-motivated

WE OFFER:
• Defined career path
• Global opportunities
• As a Personal Assistant, you fulfill an active role that provides a challenge, with tangible results, and an instrumental function that is never, ever boring
• As part of the worldwide team, you will receive comprehensive onsite training
• An attractive renumeration
• Great office atmosphere with regular social events.

How to Apply

You can apply by sending your CV to hr@woodbrookwealth.com  

Job Categories: Sales. Job Types: Full-Time. Job Tags: English.

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