A leading Private Bank with a focus on servicing and advising high net-worth private clients and is a premium brand in global Wealth Management.
The Role:
THIS ROLE IS A 12 MONTH MATERNITY COVER CONTRACT
The Executive Assistant is responsible for providing a secretarial and administrative support to 3 ExCo (Executive Committee) members on a variety of tasks related to each Manager’s working life and communication.
The Executive Assistant will be responsible for the management of multiple ExCo member diaries of this highly regarded Private Banking firm. Extensive diary management and coordination to ensure the correct balance of needs and priorities, and smooth and efficient running for relevant functions. Collate slides / producing packs for various meetings. Minute taking for various meetings. Opening, sorting and filtering mail as well as, response with/without approval, maintain files and records.
The Executive Assistant will field and follow up on external/internal calls. Produce itineraries/programmes for internal meetings and internal/external visitors, upon request. Book external lunches upon request. Organise complex travel, accommodation, prepare itineraries, booking taxis.
The Executive Assistant will organise relevant offsites, prepare monthly business expenses forms. Organise and monitor specific Company networking events at the request of Managers including quarterly team events.
The Executive Assistant will have the opportunity to be part of the Private Bank’s culture and Community, and organising internal initiatives including, but not limited to the monthly Book Club.
The Candidate
Must have 3-5 years Executive Support or PA experience to Senior Executive level professionals ideally with a Financial Services Business setting.
Experience having prep Exco Board Papers for meetings.
Experience processing expenses and extensive diary management.
Ability to arrange ad hoc team events / offsites
Able to manage sensitive information, and must use considerable tact, diplomacy and judgment.
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Executive Assistant to ExCo , 12 Month Maternity Cover , Financial Services Firm employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
