Personal Assistant

The CFO Centre UK; Swindon; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial consultancy firm is seeking a motivated Personal Assistant to provide critical administrative support to the Regional Director team. The ideal candidate will have over 3 years of experience, be an advanced user of Microsoft Office, and possess strong organizational skills. This hybrid role offers a competitive salary and opportunities for career growth in a dynamic environment.

Benefits

Competitive Salary

25 Days Annual Leave

Hybrid working

Pension Contributions

Cycle to Work Scheme

Free on-site parking

Qualifications

• 3+ years of PA/EA experience in high-net-worth client environments.
• Advanced user of Microsoft Office and Office 365.
• Ability to travel within the UK on an ad hoc basis.

Responsibilities

• Efficiently manage multiple diaries and inboxes.
• Prepare for client meetings and manage internal/external correspondence.
• Organize regional team meetings and webinars.

Skills

PA/EA experience with C-Suite

Organizational skills

Microsoft Office advanced user

Ability to multi-task

Personable team player

Job description

Overview

PA to Regional Directors - The CFO Centre

What is the opportunity?

We are actively searching for a motivated and highly organised Personal Assistant (PA) to play a pivotal role in supporting our Regional Director team. The successful candidate will be responsible for delivering comprehensive administrative and secretarial support to several busy executives, ensuring the seamless and efficient operation of their daily activities.

This dynamic position requires exceptional organisational skills, meticulous attention to detail, and previous experience in high-net-worth client environments. The ideal candidate will have a proven ability to cultivate lasting relationships with team members and stakeholders.

This is an exciting opportunity for a detail-oriented professional to make a significant impact in a high-growth and dynamic environment.

As a crucial member of our team, the PA will contribute to the overall success of the region and help achieve the company’s vision of Creating life-changing businesses for 1 million clients, their people, and their families.

Responsibilities

• Efficiently organise multiple diaries and manage inboxes, ensuring timely responses and prioritising critical communications.
• Schedule appointments, maintain detailed calendars, set meeting reminders, and highlight essential tasks for the Regional Directors.
• Facilitating and highlighting the Regional Director's End-of-Quarter (EOS) initiatives and strategic goals.
• Support client onboarding and actively build relationships with clients and Principals on behalf of the Regional Directors.
• Prepare meticulously for client meetings, ensuring all necessary materials and information are readily available.
• Collaborate with internal and external stakeholders, including Clients, Principals, Partners, Sponsors, and various departments, ensuring seamless project and client continuity.
• Format and edit presentations and reports to ensure professional and polished deliverables.
• Attend meetings, take comprehensive notes, prepare minutes, and distribute them to all participants promptly.
• Enter data, maintain databases, and uphold accurate records.
• Assist in Customer Relationship Management (CRM) updates and input to maintain robust customer relationship management.
• Manage internal and external correspondence effectively and professionally.
• Organise regional team meetings, events, and webinars, including venue sourcing, facilities preparation, agenda planning, and post meeting action follow-ups.
• Uphold best business practices and etiquette in all interactions.
• Undertake ad hoc tasks and administrative duties as required by the executive team.
• Engage in client account management calls to ensure client satisfaction and address any concerns.

Skills & Knowledge

• 3+ years PA/EA experience working with C-Suite
• Advanced user of Microsoft Office (Experience of Office 365 also an advantage)
• Ability to multi-task and prioritise effectively on behalf of multiple individuals
• Personable, team player and ability to work independently
• Ability to work under pressure and tight deadlines
• Comfortable communicating at all levels
• Confidentiality, attention to detail and great organisational skills

Requirements

• Ability to travel to assigned UK regions on an Ad hoc basis; expenses covered by The CFO Centre
• Intermediate user or Microsoft programs and Office 365.
• Full driving license, a car suitable for regular travel

Who are we?

We are 1,000 people, in 5 continents, across 19 countries, and operating in 92 regions.

A collective of former CEOs, Executives, CFOs, FDs, and successful business owners who count themselves as top of the game, and who’ve experienced success in their former lives. We are the Avengers team of the financial strategy world, bringing together thousands of years of collective experience to supercharge our client’s businesses.

What do we do?

We define and deliver the numbers that really matter to our clients. What does that mean? Well, anyone can come up with numbers, we help our clients find the ones that really make a difference to their business and their lives. Whether that’s growth, acquisition, consolidation, or setting them up for the lifestyle they’ve always wanted.

The CFO Centre is the UK arm of The CFO Centre Group, who are the UK and Global Market leading provider of part time Financial Director/CFO services to mid-sized businesses. As we say, for those businesses that don’t want, don’t need and probably can’t afford a full time FD/CFO, yet who want access to that skillset on an affordable part time basis.

Not only that, in the UK The CFO Centre is the founding member of The Liberti Group, but a family of sister businesses also changing the game by providing part-time c-suite professionals across finance, marketing, sales, IT and HR around the world.

We want to change the game, and we are looking for a game changer to join us.

Benefits

• Competitive Salary
• 25 Days Annual Leave, including Christmas shut down
• Hybrid working – 2 days working from home, 3 days in our office in Swindon
• Pension Contributions
• Cycle to Work Scheme
• Free on-site parking