Job title:

PA

Company

Julie Rose Recruitment

Job description

JRRL have an exciting opportunity for an experienced, confident and professional PA to join a successful financial services client, to provide support to the Chief Executive Officer and the Board. This is an interesting and involved role supporting at a senior level and therefore requiring a competent PA who is accustomed to working at this level ideally within the financial services industry or similar regulated industry.Duties for the PA:

  • Provide dedicated assistance to the CEO and Exec Directors to deliver company objectives and goals
  • Co-ordinate and prepare board packs for Board meetings and other ad hoc meetings ensuring they are well presented and circulated to agreed deadlines
  • Provide secretarial/administrative support to the Exec team including collating documents, presentations, preparing correspondence, arranging meetings, agendas and preparation of tenders ensuring all work undertaken is of a high quality and to agreed timescales
  • Undertake responsibility for organisation of Outlook diary for CEO and other Exec Directors (as required) ensuring effective use of time and preparation of papers and information in advance
  • Minute taking for meetings, reporting action points clearly and following up with those responsible to ensure deadlines are met
  • Deal effectively with telephone queries from clients and where appropriate liaise with other companies within the group
  • Manage monthly business and personal expenditure arising from travel, client and staff entertainment, keeping up-to-date records on file and with finance and accounts
  • Collate and prepare the monthly administrative reports, financial reports and group exception reports
  • Manage and record filing for all business documentation
  • Manage the administration of travel and accommodation
  • Event organisation for CEO and Exec Directors
  • Manage the holiday/attendance records for the CEO’s direct reports in liaison with HR
  • Assist with any ad-hoc work or projects as requested

Person Specification for the PA:

  • Proven PA experience ideally within a financial services or similar regulated environment
  • Ability to think ahead and anticipate needs before they arise
  • Excellent organisational skills with ability to organise own time and prioritise workload often within tight timescales whilst still maintaining a high attention to detail
  • Able to develop and maintain good working relationships with internal and external clients
  • Excellent communication skills with the ability to liaise at all levels
  • Used to working to a high level of confidentiality
  • Confident and able to work on own initiative, with limited supervision
  • Competent in using Microsoft Office suite i.e. Word, Excel, PowerPoint and Outlook
  • Demonstrates a ‘can do’ attitude
  • Displays a flexible, adaptable approach and always rises to new challenges
  • Is a co-operative team member and able to build rapport with colleagues
  • Degree educated or relevant professional qualification
  • Is aware of personal development needs and raises issues with manager to help improve effectiveness. Takes on board comments about development needs and is always willing to learn

Above all, to be successful in this fantastic role you need to show enthusiasm, flexibility and a positive attitude. For this you will be rewarded with the opportunity for a successful career within an expanding global company.Benefits: 24 days increasing with length of service, with the option to buy more, group life assurance, generous pension scheme, private healthcare benefit, discount portal with retailers and restaurants, STL and most importantly, a yearly profitability bonus.

Expected salary

Location

London

Job date

Wed, 19 Jun 2024 22:35:36 GMT

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