Personal Assistant & Investor Relations Coordinator | London, UK

Quilter; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a forward-thinking company as a Personal Assistant & Investor Relations Coordinator, where you will support top executives and play a vital role in investor relations. This dynamic position involves managing complex travel arrangements, organizing key meetings, and ensuring smooth communication within the Investor Relations team. With a commitment to diversity and inclusion, this organization promotes a collaborative environment where you can thrive and make a significant impact. If you are proactive, detail-oriented, and ready to embrace challenges, this is the perfect opportunity to advance your career in the financial services sector.

Benefits

26 Days Holiday

Incentive Scheme

Non-contributory Pension Scheme

Healthcare Cash Plan

Benefit Allowance

Qualifications

• Proven experience as a Personal Assistant in a fast-paced environment.
• Expertise in managing diaries and travel arrangements effectively.

Responsibilities

• Manage inboxes and diaries for senior executives.
• Coordinate travel and organize investor meetings and events.

Skills

Diary Management

Travel Coordination

Microsoft Office Suite

Communication Skills

Organizational Skills

Attention to Detail

Job description

Personal Assistant & Investor Relations Coordinator

Fixed Term Contract Duration - 11 Months

About the Business

Quilter plc is a leading provider of financial advice, investments, and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £116.2 billion in customer investments (as of 30 September 2024). It offers financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business comprises two segments: Affluent and High Net Worth.

Affluent includes the financial planning business, Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors. High Net Worth includes the discretionary fund management business, Quilter Cheviot, and Quilter Cheviot Financial Planning.

At Quilter, we never stand still. Our foundation is built on expertise trusted by hundreds of thousands of customers. We aim to stay ahead and make a greater difference to the communities we serve. Our business is transforming, modernizing, and becoming more customer-centric. If you're bold, innovative, and eager to challenge and evolve, this is the perfect time to join us!

About the Role

Level: 2

Department: Investor Relations

Location: London

Contract: 12 Month FTC

We are seeking a Personal Assistant to support the Chief Financial Officer, Chief Strategy & Transformation Officer, and Interim Chief Risk Officer. Additionally, you will serve as Investor Relations Coordinator, supporting the function's strategic objectives.

Key Responsibilities

PA Tasks

• Monitor and manage inboxes, prioritizing and responding as needed.
• Manage diaries, ensuring relevant documents are attached to meetings.
• Book facilities and organize team events.
• Coordinate travel arrangements, including complex itineraries.
• Review and facilitate signing of documents.
• Log gifts and hospitality in the Star Compliance system.
• Ensure mandatory training is completed.
• Organize and submit expenses for approval.
• Coordinate IT support and manage weekly video communications.
• Prepare agendas for monthly Finance Leadership Team meetings.
• Assist with completing Fit and Proper assessments.

Investor Relations Tasks

• Respond to emails in the IR inbox.
• Organize sales meetings, investor conferences, and roadshows.
• Maintain IR pages on the website.
• Assist in preparing IR slides for monthly reports.
• Take notes during investor meetings and organize biannual results presentations.

Additional Responsibilities

• Onboard suppliers and manage tenders.
• Assist with printing, scanning, and processing invoices.
• Provide cover for other PAs as needed.

About You

• Experience as a PA in a busy environment.
• Expertise in diary and travel management.
• Proficient in Microsoft Office Suite.
• Excellent communication and organizational skills.
• Proactive, adaptable, and able to work under pressure.
• Detail-oriented with the ability to work independently.
• Respectful of confidentiality and privacy.
• Flexible, mature, and team-oriented.

Inclusion & Diversity

We value diversity and promote inclusivity, ensuring equal opportunities based on skills, qualifications, and potential. We foster a respectful environment where everyone can thrive.

Our Values

• Do the right thing: Act with integrity and go above and beyond for clients and communities.
• Always curious: Seek new ideas and knowledge to stay ahead.
• Embrace challenge: Aim high and transform potential into outcomes.
• Stronger together: Collaborate, listen, support, and challenge each other to succeed.

Core Benefits

• Holiday: 26 days (182 hours)
• Incentive Scheme: Participation available to incentivize performance.
• Pension Scheme: Non-contributory, with options to contribute personally.
• Healthcare Cash Plan: Available for Jersey employees.
• Benefit Allowance: Cash benefit in lieu of some benefits.

Quilter is among the UK's leading financial services providers, dedicated to helping our customers achieve their financial goals.

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