PA - Board Level Financial Services

London (City of), London (Greater)
£40 - 45,000 + bens and bonus
27 Apr 2017
01 May 2017
PABO
PA
Permanent
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.