Team Personal Assistant

A prestigious Wealth Management firm based in the West End is currently looking for a Team Personal Assistant to join their growing team on a temporary to permanent basis.

You will deal with clients visiting the office and be comfortable dealing with people in a High Net worth environment.

Duties include;

 Team’s diary management through Outlook
 Inbox management through Outlook
 Booking internal meeting room
 Booking internal lunches
 Booking domestic and international travel across multiple time zones
 Team Expenses
 Management of contacts and adding new business cards
 Type reports, letters, schedules, forms etc
 Ensure all filing both paper and electronic is carried out on a regular basis to maintain an up to date filing system.
 Managing excel spreadsheets to monitor deal flow
 There will be a requirement to assist with other general office duties as required
 Flexibility to assist with some out of hours support such as Presentations and client entertaining/events

The ideal candidate will have 2 years + experience within a similar role and be flexible and have the ability to work well under pressure. You will be working within a growing organisation with a fantastic reputation and must be comfortable to talking to people at all levels of seniority.

Investment / banking experience would be desired but not necessary.