Personal Assistant

Career
You currently support C-Suite and have exposure of senior stakeholders and your next step is supporting a CEO. Note we're a medium sized firm (300 people) so adjust according to your current firm size (e.g. division leaders).

About the role
Provide comprehensive executive administrative support to the CEO and key members of Exco. A large part of this role is diary management and formal meeting to coordination, as well as task list management, therefore it requires exceptional organizational skills, attention to detail, and the ability to handle sensitive information with discretion. Most weeks you will attend the office 4 days per week, with the flex to work on home Fridays and days when the CEO is travelling.

Accountabilities

• Manage the CEO’s complex calendar, appointments, and travel arrangements (primarily UK) and provide diary support to other senior Executive Committee members (e.g. MD Financial Planning, Chief Financial Officer).
• Prepare meeting agendas, presentations, and briefing materials.
• Coordinate the Governance schedule, invitations, report collation and publication via OnBoard, closely managing Minute finalisation & recording.
• Coordinate board meetings, investor calls, and internal leadership sessions.
• Production and distribution of reports, correspondence, presentations etc on behalf of the CEO and/or Executive Committee members.
• Work on behalf of the Executive Committee to take minutes (or coordinate external minute takers for Board), prepare agendas, and take action points.
• Track key deliverables, deadlines, and follow-ups.
• Assist in the preparation and coordination of board meetings and other high-level events.
• Deal with daily correspondences to the allocated Executives (calls, emails, letters etc).
• Support personal tasks and errands as needed to ensure the CEO’s focus remains on strategic priorities
• Support our NEDs in their administrative and scheduling requirements for internal matters.

Skills and Experience

• 3 – 5 years’ experience in a similar role, at least 2yrs supporting at an equivalent level of Exco at a medium sized firm.
• Proven experience as a Personal or Executive Assistant to C-suite executives, preferably in financial services or professional services.
• Exceptional organizational and time-management skills.
• High emotional intelligence and professional discretion.
• Competent IT skills, including use of full MS package and cloud drivers (you should be able to share secure document links rather than attach the actual document).
• Ability to work independently, anticipate needs, and adapt quickly to change.
• Happy to work from the office on the days the CEO is working from the office (most weeks 4 days in, some weeks might be down to 1 day in).
• Ability to work unsupervised and take responsibility to effectively prioritise and execute tasks.

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.