PA in Wealth Management

My client is a highly respected investment and wealth management house based in the heart of Mayfair. They are currently looking to recruit a PA who can support a very busy team, keeping them organised, efficient, taking care of all their secretarial needs and liaising extensively with clients and outside sources.

Duties:

• Preparation of reporting packages, updating templates and producing PowerPoint documents
• Prioritise, handle and respond to general correspondence (post, emails, telephone calls)
• Diary management – organising internal and external meetings, lunches and dinners
• Some Receptioncover
• Organise UK and overseas travel, both business and personal
• Manage and maintain filing system including archiving
• Inputting and updating databases
• Completion of expense forms on a monthly basis
• Deal with client/trust requests
• Compliance and verification requirements for portfolios
• Responsible for valuation runs and taxation reports (setting up and sending out letters)

Requirements:

• Able to work with minimal supervision yet still having a strong team ethic
• Flexible can-do attitude and strong attention to detail
• Good organisational skills. and able to demonstrate skill in anticipating and responding to shifting priorities
• Strong communication skills
• Knowledge of Microsoft 10 / Some database knowledge (Intermediate/Advanced Excel and PowerPoint)
• Financial/banking background desirable

We regret that we cannot reply to all applications.  If you do not hear from us within 7 working days, please understand that, on this occasion, your CV has not been selected for our client.