Wealth Management Secretary, City

Based in the heart of the City, this well-established, successful and collaborative team is looking for a go-getting, energetic Team PA to provide comprehensive support to a busy team of Directors & Managers. This role requires excellent interpersonal and communication skills, superb time management and organisational skills

Responsibilities

• Extensive and often complex diary and in-box management
• Organising various meetings, conference calls and video-conferences
• Frequent client liaison with an awareness of confidentiality, building relationships at all levels
• Organising client hospitality – lunches & dinners etc.
• Coordinating events & offsites
• Preparing/processing of expenses and invoices
• Overseas travel arrangements
• Preparing detailed itineraries
• Creating and amending various reports and presentations
• Gatekeeping – screening/actioning emails and calls
• Managing all holiday/absence records
• Ad hoc Projects

 Requirements

• Previous secretarial/PA experience ideally gained within Investment/Asset/Wealth Management; also Banking, Advisory, Professional Services firm
• Strong academic performance
• Strong MS Office skills
• True team player approach, happy to work closely & cover other Assistants within collaborative working environment
• Excellent interpersonal skills with the ability to liaise effectively at all levels
• Ability to maintain a high level of confidentiality at all times
• Strong organisational and time management skills
• Ability to manage and prioritise a heavy and varied workload to a high standard
• Adaptable and flexible working attitude
• Ability to work well under pressure and meet tight deadlines
• Proactive attitude, outgoing & enthusiastic
• Meticulous attention to detail