Personal Assistant - London, United Kingdom - eFinancialCareers

eFinancialCareers
eFinancialCareers
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

The Role
The Personal Assistant will provide the Investment Management Team
Head with secretarial and administrative support, and also support the Investment team with PA type duties.


Proactive and effective diary management, managing travel arrangements, and arranging lunches and dinners as required, also processing team expenses and managing itineraries in an accurate and timely manner.

The Personal Assistant will also manage adhoc events for the Investment Management team, e.g., Golf events, charity events, Chelsea Flower Show etc


Ensure all administrative, organisational and client related tasks are completed accurately and in a timely manner and will ensure that all client account data is up-to-date and accurate at all times and assist with the new account opening documentation.


The Personal Assistant will deal promptly with all client correspondence and queries and will assist with generic telephone enquiries from clients.


Assist the marketing team with the organisation and management of client events, as well as coordination and successful attendance at annual conferences as an exhibitor and liaise with marketing team where needed.

Organise weekly team meetings, take minutes where required and follow upon any actions as necessary.

The Personal Assistant will also manage Christmas gifts, diaries, cards to extensive client list.

Personal Assistant / Executive Assistant / Team Support experience within ideally an Investment Management or Asset Management firm. Financial Services is essential

Good working knowledge of the Microsoft Office suite of products.

Powerpoint presentation skills.

Excellent academic qualifications to A level standard or equivalent.

Excellent use of English; strong verbal and written communication skills, articulate, confident and impeccable telephone manners.

Used to working in a high-pressured environment against tight deadlines.

Ability to generate and implement new ideas/initiatives to assist workflow on the desk.

The ability to stay calm under pressure and effectively co-ordinate work.
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