PA

Our client are a financial services company in the heart of the City. They’re looking for a PA to join their busy Investments team. They're looking for someone with a genuine interest in Investments who has project management experience. 

Responsibilities include:

• Diary management for senior members of the team
• Scheduling meetings and personal commitments
• Booking of meeting rooms, arranging refreshments and providing associated materials
• Managing UK and overseas travel arrangements, including transport, currency and accommodation
• Maintaining organisational charts, inductions and training, seating plans and performance management systems
• Monitoring calls
• Reconciling, processing tracking and filing of expenses and invoices
• Authorising IT requests and managing data service requirements
• Handling all incoming and outgoing correspondence, including prioritizing, copying and distributing papers
• Circulating board papers and client presentations
• Maintaining client databases and spreadsheets
• Maintaining filing systems, arranging archiving or confidential shredding when necessary
• Absence tracking
• Liaising with different departments, teams and senior management
• Taking minutes in meetings when required
• Writing and distributing management updates for meetings, chasing up action points and circulating final minutes and agendas
• Providing occasional PA support for other teams when required
• Ordering stationery
• Dealing with all aspects of new starts, arranging security and systems access, desk moves, completing HR forms, drafting joining announcements
• Organising meetings for internal & external guests
• Providing inbox management support where required
• Taking an interest in the product
• Keen to learn more about investment management

They are looking for someone highly organised with strong attention to detail. Proven ability to be proactive and prioritise workload in a busy environment is a must. They require someone with fantastic interpersonal skills as you be liaising with staff at all levels of the business.

Other requirements:

• Must have project management experience
• Previous experience within financial services and have a genuine interest in Investments
• Extensive knowledge, especially Access, Outlook and PowerPoint
• Team player
• Excellent communication skills. Ability to be clear, concise and prompt
• Professional telephone manner
• Confidentiality and ability to handle sensitive matters at all times
• Ability to remain composed under pressure

We really appreciate the time you have taken to apply for this role, however due to large number of applications we receive we are unable to get back to everyone. If you do not hear from us unfortunately we will not be taking your application any further.