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A dedicated Personal Assistant is needed to provide exceptional secretarial and administrative support within the Financial Services Industry. The ideal candidate will exude proficiency in managing busy schedules, preparing documents, and handling confidential information with discretion.

Client Details

Our client is a large organisation within the Financial Services industry. Renowned for its emphasis on excellent client service and robust infrastructure. The company thrives on commitment to innovation and consistently upholds high standards in delivering complex, bespoke solutions to its clients.

Description

Ensure deadlines are met by assessing and establishing priority tasks, allocating appropriate time for action and providing briefings/summary information in advance
Diary management - managing conflicting demands, recognising the importance and relevance of meetings and the ability to prioritise.
Drafting reports and presentation for internal and external audiences, collating contributions from direct reports and other submitters.
Carry out research into specific areas, for example helping with due diligence into new initiatives
Provide a range of administrative support services including creating and maintenance of management information, spreadsheets, databases and project updates and SharePoint pages.
Arranging travel schedules including all material for trips
Proactive and effective email management
Client liaison where appropriate
Collating daily diary packs with necessary papers, travel information, tickets etc
Dissemination of information to relevant parts of the business
Providing general administrative support and cover to all PAs during holiday and other absences and general support to the team as required

Profile

Experience working in a similar role in Financial Services, the Investment or Wealth Management industry
Proficient in Excel, Word, PowerPoint, MS Teams
Excellent attention to detail and accuracy
Excellent time management and organisation skills
Able to build relationships, navigate politics and manage/influence stakeholders
Able to use initiative, set own objectives and targets and commit to the delivery of these
Must be discreet and comfortable dealing with confidential information
Broad knowledge of Executive's business area
Broad understanding of corporate governance
Awareness of the Financial Services/Wealth Management industry including regulatory aspects

Job Offer

A salary package, ranging from £40,000 to £45,000 per annum, plus benefits.
An opportunity to work in a supportive and team-oriented environment.
Generous holiday leave.
A chance to grow your career within the financial services industry.We encourage all qualified candidates from a financial services background who are excited about working in a thriving and vibrant company to apply. This is a fantastic opportunity to become a pivotal part of our clients team