PA - Private Clients & Portfolio Management

Experienced Finance PA to support the asset managers in this hugely successful and well established firm.

Our client operates in more than 10 countries, they have significant presence in Asset Management and the Finance industry. The company prides itself on providing an attractive work environment, with an open culture, avoiding bureaucracy and encouraging a flexible, accessible and hands on approach across the group. For this reason, amongst others employees stay with our client and have real loyalty to the business.

Purpose of the role;

Responsible for providing comprehensive, proactive and confidential administrative support to the Private Clients Department.

Responsibilities include travel, diary management, email in-box / correspondence management, preparing for meetings, collating reports, preparing reports, analysis and graphs.

Main Tasks and Responsibilities

•  Provide support in all aspects of general organisation, focusing on administrative duties, projects and prioritising daily information flow;
•  Monitor and screen incoming calls, troubleshooting and acting as gatekeeper;
•  Manage email & business calendar on a daily basis; dealing with correspondence on his behalf and scheduling internal and external meetings;
•  Prepare extensive travel itineraries, coordinate meetings when travelling, liaison with clients and executives;
•  Coordinate internal and external requests and communications;
•  Handle urgent, sensitive and confidential matters as required;
•  Compile and produce reports, communications and PowerPoint presentations;
• Work with the investment team on special projects, implementing and managingtimelines of workflow;
•  Work within the executive environment with a high degree of integrity and confidentiality;
•  Work to tight deadlines and deal with pressure and change;
•  Timely completion and submission of all general administrative responsibilities;
•  To liaise/co-ordinate with staff in London and the international offices;
•  Maintaining the Portfolio Director/Manager CPD logs and gift and entertainment logs;
•  Initiative and willingness to take on additional responsibilities as needed beyond the scope of the job description to ensure timely solutions; Undertake various ad-hoc assignments and projects.
• Qualifications/Work Experience
•  3+ years’ Personal Assistant experience within a Financial Services company, ideally within Asset Management;
•  Advance knowledge of MS PowerPoint, Excel and Word;
•  Ideally educated to Degree level
•  Typing 60 wpm;
•  Consistent ability to meet deadlines and priorities while maintaining high standards;
•  Strong organisational skills with attention to detail, ability to multi-task, prioritise and handle numerous deliverables;
•  Flexible and adaptable to change;
•  Proactive and tenacious approach to problem solving and challenges;
•  Strong communicator, good interpersonal skills with tact and good judgment in confidential situations;
•  Self-starter with the ability to organise and manage own time and capable of working in a pressurised environment;

RED ANCHOR IS AN EQUAL OPPORTUNITIES RECRUITMENT CONSULTANCY