Executive Assistant

Swiss Life; London; On-site; GBP 30,000 - 40,000; Part time

Job summary

A leading independent financial advice firm in London seeks a part-time Executive Assistant to support the CEO and Executive Team. The role involves administrative tasks, meeting coordination, and communication with stakeholders, ensuring smooth operations and contributing to the company's objectives.

Benefits

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training programme

Funded exams and paid study leave

Cycle to work Scheme

Paid volunteering days

Qualifications

• Previous experience providing Executive Assistant support to a CEO or Executive Board.
• Highly proficient in minute taking and documentation.

Responsibilities

• Coordinate and document executive level meetings.
• Support the CEO with diary management and scheduling.
• Produce correspondence and reports on behalf of the CEO.

Skills

Organisational Skills

Interpersonal Skills

Communication Skills

Attention to Detail

Proactivity

Tools

Microsoft Office

Job description

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.

Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.

At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

As a key member of our team, you will provide essential administrative and business support to the CEO, Executive Team, and Senior Management at Chase de Vere. Your role will be crucial in helping to achieve the company’s objectives and ensuring smooth operations at the highest levels of our organisation.

This role will be based at our London office, and will be part time at 3 days per week.

WHAT YOU WILL NEED

• Previous experience providing Executive Assistant support to a CEO/ Executive Board/Senior Management
• Highly proficient in minute taking and documentation
• Excellent organisational skills and ability to prioritise multiple tasks seamlessly
• Excellent attention to detail
• Highly proficient in Microsoft Office (Outlook, Word, Excel, and Power Point)
• Strong interpersonal skills and the ability to build relationships with key stakeholders
• Resourceful, adaptable and proactive in approach
• Ability to think independently to make decisions
• Excellent communication skills, with the ability to share information with Senior Management efficiently and effectively.
• To demonstrate professional discretion and confidentiality at all times
• Strong written and verbal communication skills,

WHAT YOUR ROLE WILL INVOLVE

• To coordinate, attend, minute and document executive level meetings, and any other relevant meetings, following up on actions and activity as required.
• To support the CEO with diary management and scheduling, meeting preparation, research and email correspondence.
• Preparation of documentation for meetings and presentations with both external and internal stakeholders.
• Manage telephone calls and requests, escalating urgent matters for the CEO’s attention.
• Produce correspondence, presentations and reports, sometimes confidential in nature, on behalf of CEO/Executive team.
• Organise business appointments and travel arrangements for the CEO, as required.
• To act as a point of contact and communicate on the CEO’s behalf, as required, with the Executive Team, employees, clients, external organisations and partners, including Swiss Life.
• Expense management for the CEO and Executive Team, as required
• To build strong relationships and work collaboratively with all areas of the business.
• To ensure all correspondence and relevant materials are produced in timely and
  accurate manner.
• To assist the CEO in the execution of company initiatives and projects, as required.
• To demonstrate professional discretion and confidentiality at all times

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

25 days annual leave (increases to 30 days with service) plus Bank Holidays

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training programme

Funded exams and paid study leave

A wide range of voluntary flexible benefits to suit your individual needs

The option to buy additional holiday days

Cycle to work Scheme

Paid volunteering days each year

Employee Assistance Programme with access to a 24/7 helpline

Access to our free mortgage service, through our internal mortgage team

Our Employee Forum and Diversity & Inclusion group

Local and companywide events in support of our company charities

About us

Are you looking for a career in a dynamic and international environment?
Within the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career.
We have offices in ten countries under four brands. Check out below to discover more about them!

With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.

elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland.

With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.

Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria , Czech Republic and Slovakia , Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life.