Personal Assistant

Canaccord Genuity - Global Capital Markets; London; On-site; GBP 35,000 - 38,000; Full time

Job summary

A leading company in investment banking is seeking a Personal Assistant to support Managing Directors within their Advisory Investment Banking team. This role emphasizes extensive diary management, client interactions, and strict adherence to operational procedures. Ideal candidates will have at least 5 years of experience in a senior role, with strong skills in Microsoft Office and the ability to maintain confidentiality.

Qualifications

• 5+ years experience at a senior level in professional or financial services, ideally in investment banking.
• Excellent skills in Excel, PowerPoint, and Word.

Responsibilities

• Extensive diary management including client meetings, travel arrangements, and expenses administration.
• Telephone and email screening, dealing with clients, and typing notes/presentations.

Skills

Excel

PowerPoint

Word

Problem-solving

Confidentiality

Tools

CRM system

Job description

Join to apply for the Personal Assistant role at Canaccord Genuity - Global Capital Markets

Join to apply for the Personal Assistant role at Canaccord Genuity - Global Capital Markets

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Working within our Advisory Investment Banking team this exciting role will provide the opportunity to support Managing Directors in the Healthcare team within our Investment Banking department by effectively managing their schedules and supporting them in their responsibilities in a busy environment, where performance, teamwork and culture are all highly valued.

Responsibilities

·Extensive diary management – booking client meetings/ lunches/conference calls etc., organising meetings.

·Telephone and email screening / dealing with clients / others.

·Arranging travel/accommodation both in the UK and elsewhere.

·Collating, inputting, processing and distributing information as required.

·Expenses administration.

·Typing notes, presentations, e-mails (including audio typing when required).

·Adhering to all relevant operational procedures and company policies and taking an active part in ensuring these are followed e.g. compliance procedures; filing procedures and contributing to the maintenance of the Company's databases.

Providing holiday/absence cover across other Personal Assistants when required.

Our Ideal Candidate

·Candidates should have at least 5 years’ experience working at a senior level in professional or financial services (ideally within investment banking).

·Excellent Excel, PowerPoint and Word Skills.

·Experience of CRM system would be preferable.

·Ability to maintain confidentiality on sensitive matters.

·Good problem-solving skills with a can-do attitude.

Canaccord Genuity Limited aim to promote an environment free from discrimination, harassment and victimisation where everyone receives equal treatment regardless of age, colour, disability, gender, race, sexual orientation, hours of work, marital status, national origin, political opinions or religious beliefs. All decisions on employment practices are objective, free from bias and based upon work criteria and individual merit. To monitor the effectiveness of our efforts in regards to offering equal opportunities, we would be grateful if you would provide the relevant information requested on the application form. The information requested will be detached by us upon receipt of your application and will not be used during the selection process.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

• Industries

  Investment Banking

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