At a Glance
- Tasks: Support a dynamic CEO and manage Board-level tasks in a fast-paced environment.
- Company: Leading asset management firm with a focus on professionalism and efficiency.
- Benefits: Gain valuable experience, develop skills, and work in a polished office setting.
- Other info: Full training provided, with opportunities for growth and development.
- Why this job: Be part of a driven team and make a real impact in the financial sector.
- Qualifications: 3 years of office support experience, ideally in finance or legal.
The predicted salary is between 35000 - 45000 £ per year.
A leading asset management firm is seeking a highly organised Personal Assistant who can also provide professional Board level support. This role works closely with a dynamic and driven female CEO, ensuring her day runs smoothly while maintaining a polished and efficient office environment. The ideal candidate will be discreet, proactive, and confident operating in a fast-paced, high-expectation setting, with the ability to manage both executive support and governance related tasks.
Alongside traditional PA responsibilities, the role includes preparing Board agendas, liaising with the Company Secretary and Legal Counsel, and producing accurate minutes. Around 25% of the position involves general office management, including maintaining high standards across the workspace, ordering supplies, and coordinating with the National Facilities Manager, even though the office is based within a serviced environment. You will also work closely with and report to the EA to the CEO, with full training provided for any additional duties.
Responsibilities- Provide day-to-day PA support to the CEO, including diary, inbox, and meeting coordination.
- Prepare Board agendas, documentation packs, and follow-up actions.
- Liaise with the Company Secretary and Legal Counsel on governance matters.
- Attend Board or committee meetings and produce accurate, timely minutes.
- Maintain a high-standard office environment and oversee supplies and presentation.
- Liaise with the National Facilities Manager and serviced-office provider.
- Support the EA to the CEO with administrative tasks and delegated projects.
- Assist with document preparation, formatting, and correspondence.
- Maintain confidentiality and discretion at all times.
This role will require a minimum of 3 years office support experience ideally within the financial/investment or legal sector. This role is based in the office Mon-Fri 9-6pm.
PA to Legal Team within Asset Management employer: Katie Bard (Angela Mortimer Plc)
Join a leading asset management firm that values professionalism and growth, offering a vibrant work culture where your contributions are recognised and rewarded. As a Personal Assistant to the dynamic CEO, you will enjoy a supportive environment with opportunities for personal development, while being part of a team that prioritises excellence and collaboration. Located in a serviced office, you will benefit from a well-maintained workspace and the chance to engage with high-level governance tasks, making this role both meaningful and impactful.
Contact Details:
Katie Bard (Angela Mortimer Plc) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land PA to Legal Team within Asset Management
✨Tip Number 1
Network like a pro! Reach out to connections in the asset management and legal sectors. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how you can contribute, especially in supporting the CEO and Board. We want you to shine!
✨Tip Number 3
Showcase your organisational skills during interviews. Bring examples of how you've managed busy schedules or complex projects. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace PA to Legal Team within Asset Management
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your organisational skills and any experience in supporting high-level executives, as this is key for the PA role.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re the perfect fit for this position. Be sure to mention your proactive nature and ability to handle fast-paced environments, as well as your experience with governance tasks.
Showcase Your Attention to Detail:In both your CV and cover letter, demonstrate your attention to detail. This could be through error-free documents or by mentioning specific examples of how you've maintained high standards in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Katie Bard (Angela Mortimer Plc)
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Personal Assistant to the Legal Team. Familiarise yourself with tasks like preparing Board agendas and liaising with the Company Secretary. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since this role requires high levels of organisation, be prepared to discuss specific examples from your past experience where you've successfully managed multiple tasks or projects. Highlight how you maintained a polished office environment and ensured everything ran smoothly, as this will resonate well with the interviewers.
✨Demonstrate Discretion and Professionalism
Given the sensitive nature of the role, it's crucial to convey your ability to handle confidential information with discretion. Share instances where you've had to maintain confidentiality in previous roles, and emphasise your proactive approach to managing executive support tasks.
✨Prepare for Governance Discussions
Since you'll be liaising with legal professionals, brush up on basic governance matters and be ready to discuss how you would approach preparing accurate minutes and documentation packs. Showing that you can engage in these discussions will set you apart as a candidate who is ready to hit the ground running.
