Are you an experienced Administrator / PA with a financial services background, looking to utilise that experience in a crucial support role?
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Administrator to support the business CEO.
Duties for this role will include:
- Providing organisational support to the CEO, including email and all diary management, compliance support, minute taking, document generation and event organising.
- To effectively communicate on behalf of the CEO where appropriate.
- Ability to meet deadlines and provide clear communication.
- Arranging travel plans for CEO and staff as required
- Minute taking at various meetings including Senior Management meeting,
- Investment, Compliance and Board meetings.
- Arranging charity events as and when required
- Desire to fully understand the business
You will have:
- Organised with the ability to multi-task.
- High level of accuracy and attention to detail.
- Good knowledge of Office 365, Word, Excel, Outlook & PowerPoint desirable, but not essential.
- IO experience an advantage
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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