Personal Assistant - Financial Services

FY Recruitment; City Of London; On-site; GBP 44,000 - 52,000; Full time

Job summary

A leading financial services firm in the heart of London is seeking a Personal Assistant to support two busy CIOs. This hybrid role, requiring experience in a similar sector, offers a competitive salary of £44k plus benefits. Key duties involve diary management, report drafting, and research assistance within a collaborative environment.

Benefits

On-site gym

Canteen

9% pension

Qualifications

• Experience in a similar role in Financial Services or Wealth Management.
• Extensive diary and meeting management experience.
• Proficient in Excel, Word, PowerPoint, and MS Teams.

Responsibilities

• Manage Co-CIO’s diaries and prioritize tasks effectively.
• Draft reports and presentations for internal and external audiences.
• Carry out research for due diligence and administrative support.

Skills

Diary Management

Attention to Detail

Administrative Support

Client Management

Tools

Excel

Word

PowerPoint

MS Teams

Job description

Personal Assistant- Financial Services

Hybrid working 2-3 days , fantastic city office 9-5pm

£44k + bonus and bens (which include on site gym and canteen, 9% pension)

Fantastic newly created PA role for a dynamic investment and wealth management firm in the city. In this exciting new role you will act as PA to two super CIO’s who are so busy they need help getting organised! It’s a super team who really collaborate and the PA needs to be able to come in and manage busy diaries, coordinate meetings and assist with research documentation. Experience in financial services or a regulated industry is hugely advantageous.

Duties to include

• Manage Co-CIO’s to ensure deadlines are met by assessing and establishing priority tasks, allocating appropriate time for action and providing briefings/summary information in advance
• Diary management– managing conflicting demands, recognising the importance and relevance of meetings and the ability to prioritise.
• Drafting reports and presentation for internal and external audiences, collating contributions from direct reports and other submitters.
• Carry out research into specific areas, for example helping with due diligence into new initiatives
• Provide a range of administrative support services including creating and maintenance of management information, spreadsheets, databases and project updates and SharePoint pages.
• Arranging travel schedules including all material for trips
• Client and project management

Skills and Experience

• Experience working in a similar role in Financial Services, the Investment or Wealth Management industry
• Extensive experience of diary and meeting management
• Proficient in Excel, Word, PowerPoint, MS Teams
• Excellent attention to detail and accuracy