PA - Board Level Financial Services
- Recruiter
- FY Recruitment
- Location
- London (City of), London (Greater)
- Salary
- £40 - 45,000 + bens and bonus
- Posted
- 27 Apr 2017
- Closes
- 01 May 2017
- Ref
- PABO
- Job Title
- PA
- Industry Sector
- Accountancy, Banking / Finance, Insurance
- Contract Type
- Permanent
- Hours
- Full Time
Board level PA for a highly regarded City financial institution.
Supporting a dynamic individual and his team within the Investment arena, this role will necessitate superb organisation and communication skills across a wide range of stakeholders.
Fabulous new offices await an experienced PA who is used to operating at Board and experience within a financial services environment.
Duties will include:
- Provide proactive and efficient PA support to the Board Executive and Investment Team.
- Ensure deadlines are met by assessing and establishing priority tasks, allocating appropriate time for action and providing briefings/summary information in advance.
- Extensive diary management - managing conflicting demands, recognising the importance and relevance of meetings, arranging travel.
- Maintain team’s diary including arranging meetings and organising travel.
- Drafting Board reports and collating contributions from direct reports as required.
- Handling of highly confidential information including strategy plans, Board papers, and colleague personal data.
- Answer incoming telephone calls, answering enquiries, taking messages and passing on where appropriate.
- Preparation and submission of expenses.
- Proactive and effective email management.
- Client liaison where appropriate.
- Dissemination of information to relevant parts of the investment team.
- From time to time, assist with the management of client administration so will need to have a working understanding of these tasks, including dispatching contract notes.
- Collate and produce valuations, statements and cover letters on an ad-hoc and quarterly basis. Collate and send out accounts packages on an annual basis.
- Generate mail merges for clients with ISAs and distribute transfer forms to the client.
- Data maintenance.
- Provide support to other departmental administration staff as required, including binding of documents.
- Fee invoice and fee advice note dispatch, ensuring that appropriate processes are followed.
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