We have an exciting PA opportunity to join our client on a contract to perm basis – ideally starting ASAP!
Job Purpose
To provide high-quality administrative and executive support to senior management, ensuring the smooth running of daily operations. The role requires excellent organisational skills, discretion, and the ability to manage multiple priorities within a fast-paced financial services environment.
Key Responsibilities
- Manage complex diaries, appointments, and meeting schedules.
- Coordinate travel arrangements, accommodation, and itineraries.
- Prepare meeting agendas, presentations and reports.
- Handle confidential correspondence, emails, and telephone enquiries.
- Organise client meetings and ensure all documentation is prepared in advance.
- Maintain accurate client records and filing systems in line with regulatory requirements.
- Liaise with clients, advisers, and external stakeholders professionally.
- Monitor action points and follow up on outstanding tasks.
- Support project coordination and event planning where required.
- Assist with expense claims, invoice processing, and general office administration.
- Ensure compliance with company policies and financial services regulations.
Skills and Experience
- Previous experience as a Personal Assistant, Executive Assistant, or Senior Administrator.
- Experience within financial services, banking, wealth management, or insurance is desirable.
- Excellent organisational and time management skills.
- Strong written and verbal communication skills.
- High level of discretion when handling confidential information.
- Advanced knowledge of Microsoft Office (Outlook, Word, Excel, PowerPoint).
- Ability to work independently and manage competing priorities.
Qualifications
- GCSEs (or equivalent) including English and Maths.
- Business Administration qualification (desirable).
- Financial services knowledge or industry qualifications (advantageous).
Company Culture
- Full-time, Monday to Friday.
- Office-based or hybrid working, depending on business needs (4 days in the office)
- Occasional travel may be required.
Salary
Competitive, depending on experience, plus benefits.
