This role requires a professional Assistant to provide a fast and efficient service to the Investment Management Sales Team.
Secretarial / Administrative
- Assist the Country Head and manage diaries
- Organize agendas and arrange internal and external meetings and calls
- Proactively prevent diary clashes, find solutions, and workarounds
- Arrange meeting venues, dial-in numbers, video conference facilities, and catering
- Maintain exclusive control of the business schedule
- Manage events and marketing activities, including organizing visits, industry events, and client meetings; monitor budgets; liaise with legal and administrative departments; ensure costs are pre-approved and expenses are promptly processed
- Handle marketing materials and sponsorship agreements, maintaining client contact and ensuring contract approvals
- Manage invoices, working with suppliers, approval teams, and finance
Finance and Vendor Management
- Set up and amend vendors in the Accounts Payable system
- Coordinate travel arrangements, including flights, hotels, visas, and ground transportation, within policy
- Organize agendas and itineraries for travel
- Process expenses via systems like Concur, ensuring policy compliance
Office and Relationship Management
- Order office supplies and maintain CRM tools
- Interact with internal colleagues and external clients, building relationships domestically and internationally
Telephone and Support Tasks
- Answer and screen calls, take messages, and assist colleagues
- Support with printing, filing, business cards, presentation markup, and recruitment tasks
Absence Cover
- Provide phone support to other bank staff when needed
- Coordinate coverage during absences, ensuring handover notes are up-to-date
Person Specification
- Fluent in Italian and English
- Remain calm under pressure, handle last-minute changes
- Excellent time management, flexibility
- Build relationships internally and externally
- Team player, proactive, organized, discreet, and professional
- Experience with expense processing, travel booking, CRM systems, and finance preferred