Purpose
- Provide high-level administrative support to three senior leaders in a fast-paced broking environment.
- Manage complex schedules, coordinate cross-functional activities, and ensure seamless operations while maintaining strict confidentiality and compliance with financial industry standards.
Key Tasks & Duties and Measurements
Calendar & Travel Management
- Maintain Diaries: Synchronize and manage complex calendars for three executives, proactively resolving scheduling conflicts and prioritizing high-impact engagements.
- Arrange Travel: Coordinate domestic/international travel, including flights, accommodations, visas, currency exchanges, and real-time itinerary updates. Ensure compliance with corporate travel policies.
Meeting & Event Coordination
- Organize Meetings/Events: Plan and execute logistics for internal and external events, including venue booking, catering, and attendee coordination.
- Take Minutes: Record and transcribe minutes of executive meetings, tracking action items and ensuring follow-up.
Operational Support
- Expense Management: Process and submit expense claims in compliance with company policies, ensuring timely reimbursements.
- Lockton Procedures: Execute administrative tasks (e.g., data entry, file management) in strict adherence to Lockton’s protocols and compliance standards.
Strategic & Administrative Assistance
- Support Senior Leaders: Assist the executives with complex administrative tasks, including confidential projects, stakeholder liaison, and priority task management.
- Ad Hoc Tasks: Manage urgent requests with discretion and efficiency.
Competences
- Possess advanced knowledge of Microsoft Office Applications (Word, Excel, PowerPoint, Outlook)
- Ability to manage time, prioritize competing demands, and meet strict deadlines without compromising accuracy.
- Able to work independently with minimal supervision, resolving conflicts and managing confidential tasks
- Able to work under pressure in fast-paced environments
- Able to practice/perform ethically, adhering to local regulations and company integrity policies.
- Work output is error-free, demonstrating meticulous attention to detail
Qualifications
- Degree in Business Administration, Finance, or related field
- Minimum 3 years as an Executive Assistant, preferably in financial services/broking industry.
Core Attributes
Provide excellence in service to our clients, our Markets, & our associates
- Takes personal responsibility for managing internal and external client relationships
- Takes pride in and accountability for understanding and exceeding client expectations
- Focuses on adding value
- Delivers what the client expects, knows what they desire, and impresses them by delivering the unexpected
- Written and verbal communication is clear and concise
- Data-driven and analytic, high attention to detail and strong client focus.
Provide commitment to the development of ourselves and our associates
- Attend in house classes and workshops for continuing development
- Attend training programs, conferences or courses to improve present job skills
- Complete all mandatory training within agreed timescales
- Take responsibility for own career and development
- Treat all associates with dignity, fairness and respect
- Represents Lockton well within the community
Drive service excellence, efficiency, and productivity through effective business operational processes
- Demonstrates flexibility to change
- Identifies improvement opportunities, take initiative to resolve problems and thrives on taking ownership of initiatives with limited oversight.
- Ensures quality is evidenced
- Ensures compliance with relevant legal and regulatory requirements through following Lockton policies and procedures