Personal Assistant - Financial Services

FY Recruitment; London; Hybrid; GBP 44,000; Full time

Job summary

An exciting opportunity awaits at a dynamic investment and wealth management firm in the city. This newly created Personal Assistant role involves supporting two busy Chief Investment Officers, ensuring their schedules are managed effectively while providing essential administrative support. The ideal candidate will thrive in a collaborative environment, showcasing their skills in diary management, research, and client relations. With a hybrid working model and a fantastic office environment, this position offers a rewarding experience in a fast-paced industry. Join a team where your contributions will be valued and make a real impact in the financial services sector.

Benefits

On-site gym

Canteen

9% pension

Bonus

Qualifications

• Experience in financial services or a regulated industry is hugely advantageous.
• Extensive experience of diary and meeting management is essential.

Responsibilities

• Manage Co-CIOs' schedules and ensure deadlines are met.
• Draft reports and presentations for various audiences.
• Provide administrative support including maintaining databases.

Skills

Diary and meeting management

Attention to detail

Research skills

Client management

Tools

Excel

Word

PowerPoint

MS Teams

SharePoint

Job description

Personal Assistant - Financial Services

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

£44k + bonus and benefits (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 CIOs 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:

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

Skills and Experience:

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