Team PA - Financial Services

3:2 Hybrid working

A wonderful opportunity has arisen for a Team PA to work for one of our longest standing clients. A prestigious investment firm based in the heart of St James. This role will be providing support to the Investment team. A great company to work for with excellent benefits!

Key Duties for the Team PA

• Forward planning and detailed mapping of highly demanding diaries for four executives, to ensure all responsibilities, commitments and project deadlines are achieved.
• Arranging in person and remote internal and external meetings, including all required AVC for meetings (i.e. conference calls or video calls).
• Management of incoming correspondence and calls.
• Logging external meetings/ research onto the CRM system as required.
• Preparation and review of meeting materials, (may include printing and binding).
• Formatting Word, Adobe and PowerPoint documents.
• Meet and greet guests in the office.
• Arrangement of invoice approvals and expenses.
• Arranging all business trips within the UK and abroad, including the preparation of detailed itineraries.
• Booking travel, restaurants, accommodation where necessary.
• Working closely with the existing Team Assistant, and the Executive Assistants to the CEO & CFO to align meetings with your Executives.
• Management of all administrative tasks across the team.
• Ad hoc support as required .

The Ideal Team PA

• Driven and passionate about providing first class support.
• Proactive, well organised and deadline oriented.
• Ability to anticipate and manage workload, for themselves but also thinking ahead for their principle.
• Strong IT/document management skills in all Microsoft packages, particularly Microsoft Word, Excel and PowerPoint.
• Solutions orientated individual, demonstrating flexibility and adaptability to a variety of tasks.
• Excellent planning and organisational skills.
• Excellent communication skills, both written and verbal.
• Confident yet calm demeanour, with the ability to work under pressure and meet deadlines.
• Accurate, with excellent attention to detail.
• Proven experience supporting multiple stakeholders.
• Must have previous experience within Financial Services (Banking, Wealth Management, Fund Managers preferred).

Benefits for the Team PA

• Annual leave: 26 days base per year + 1 extra day at Christmas. Option to buy/ sell days up to two days.
• Work From Anywhere days: 15 days (consecutive or non) per year to work remotely abroad, or within the UK.
• Pension: 10% non-contributory.
• Life Assurance.
• Group Income Protection (2/3 salary paid if on long-term sick).
• Private Medical, Dental and Travel Insurance (included for family).
• Critical Illness cover of a tax-free lump sum of 1 x salary.
• Access to a 3 x annual private doctor appointments via Bupa (in person or online).
• Annual gym membership contribution of up to £600.
• Interest free season ticket loan.
• Annual eye tests.
• Cycle to work scheme.

If this Team PA role sounds of interest, please apply today!

We appreciate every application but are unable to respond individually to everyone due to the high volumes we receive.