Executive Assistant - London, United Kingdom - Seven Investment Management

Seven Investment Management

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About The Role:

Purpose
To provide Executive Assistant support to members of the Executive Committee.

Responsibilities

Filter information coming to the Executive team member(s), identifying priorities for their attention, responding to or forwarding on as appropriate
Facilitating effective business relationships between the Executive team and external parties
Perform extensive diary management scheduling meetings and establishing priorities to ensure smooth and efficient running of daily schedules
Ensure Executive team member(s) are ready for allmeetings ensuringpapers are in order and all schedules confirmed
Provide support to committee meetings, including developing agendas, taking accurate notes (where necessary) and actions as well as preparing meeting packs
Proactively gather relevant information to ensure Executive team member(s) are able to progress key pieces of work and briefed for meetings
Coordinate support for the Executive Committee member(s) through regular 11 meetings of their direct reports, performance and development discussions and other catchups
Identify potential efficiencies in all areas of work and implement or raise with others as appropriate
Answer incoming phone calls to the required standard, giving callers an excellent first impression of 7IM
Undertake any other work deemed appropriate by your line manager
Actively subscribe to 7IM's Code of Conduct and 7IM's mission and tenets

About You:

Knowledge

Knowledge of 7IM's business and priorities would be advantageous
Microsoft Office suite to a good level
Knowledge of Financial Services would be beneficial but not essential
Knowledge and experience of diary management and event organisation

Skills/Other relevant Information

Excellent technical skills including Outlook, Word, Excel, and PowerPoint
The ability to multitask and ability to manage multiple priorities logístically
Excellent organisational skills with the ability to work well under pressure
Excellent written and oral communication skills
Solid planning/organisational and interpersonal skills
Ability to process new tasks quickly and effectively
Ability to maintain confidentiality at all times
Ability to meet deadlines with high levels of accuracy
Ability to use own initiative and work with mínimal supervision
The individual must be confident in dealing with senior members of the organisation

Qualifications

About Us:

The '7' in 7IM refers to the seven original founders of the business.

Back in 2002, they couldn't find a firm they trusted to manage their families' money properly - big banks seemed impersonal and greedy, while most boutiques lacked the necessary investment process and structure.

They started the kind of organisation they'd like to invest with themselves.

Their aim was to deliver steady returns over the long term, while keeping an eye on risk, using the best technology.

They wanted everyone to have access to the kind of service and expertise that institutional investors would expect.

We've evolved since then. In 2015 Caledonia Investments joined us as a major shareholder.

In 2018 we acquired Tcam Asset Management, a firm we felt closely aligned with our investment philosophies and multi-asset approach.

In 2020 we continued our long-term growth strategy and acquired the award-winning London based financial planning firm Partners Wealth Management (PWM).

PWM will continue to operate as an independent company, retaining its brand, identity, and leadership.

Our team, our clients and our funds under management have grown steadily over the years.

From our offices in London, Edinburgh, and Jersey, more than 400 talented people manage over £19 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees.

We still follow our founders' plan and aim to get the simple things right all wrapped up with real, honest, human service - that's what sets us apart from everyone else.