Description: 

This client is a well-established financial services firm offering a wide range of services, including investment management, financial planning, and retirement solutions. They serve both individual and corporate clients, providing personalised financial advice and strategies to help clients achieve their financial goals. The firm prides itself on its professional and client-focused approach. As their client base grew, they recognized the need for additional administrative support to maintain their high standards of service and efficiency.

Situation:

The firm faced challenges in managing administrative tasks such as scheduling, document management, and client communications. The existing team was becoming overwhelmed, impacting their ability to focus on core financial services. They needed a reliable administrative assistant to handle these tasks, ensuring smooth operations and allowing financial advisors to concentrate on client needs.

Our Solution: 

We recommended hiring an administrative assistant to alleviate the workload and improve efficiency. We focused on finding a candidate with strong organisational skills and experience in a professional setting. After a comprehensive search and selection process, we identified several qualified candidates. We conducted interviews to assess their suitability and presented the client with three top choices. The firm selected Elliot, an administrative assistant with three years of experience in the financial sector.

About the New Hire: 

Elliot brings three years of experience as an administrative assistant, with a strong background in managing schedules, handling correspondence, and organising documents. His previous roles in financial firms have equipped him with the knowledge and skills to support the team effectively. Elliot is detail-oriented, proactive, and has excellent communication skills.

Key Responsibilities of the New Hire:

 Elliot’s key responsibilities include:

• Managing schedules and coordinating meetings.
• Handling client correspondence and inquiries.
• Organising and maintaining financial documents.
• Assisting with client onboarding and follow-up.
• Providing general administrative support to the team.

The Talent’s Salary and How Much We Helped the Client Save: Elliot’s monthly salary is £1,100, allowing the client to save £25,000 annually compared to hiring locally.

Are You Looking to Hire Someone Like Elliot? If you’re looking to hire an Administrative Assistant, send us an email at hello@arwana.co.uk or book a quick discovery call with us here.

At Arwana, we help organisations recruit top-tier overseas talent in marketing, administration, and design while saving up to £20,000 in salary costs per role.