Personal Assistant / Team Secretary (Banking & Financial Services)
Are you a highly organised, professional, and proactive Personal Assistant or Team Secretary who thrives in a fast-paced corporate environment?
We are seeking an experienced Personal Assistant / Team Secretary to provide confidential executive and administrative support to a Senior Manager and a high-performing team within a leading financial services environment. This role is ideal for a polished professional who excels at managing competing priorities, coordinating stakeholders, and ensuring operational excellence behind the scenes.
Key Responsibilities:
Executive & Administrative Support
- Manage complex diaries, calendars, meetings, and scheduling priorities.
- Coordinate meeting logistics, agendas, documentation, and follow-up actions.
- Prepare professional correspondence, presentations, reports, and management packs.
- Maintain organised records, documentation, and administrative information.
- Handle confidential and sensitive information with the highest level of discretion.
Team & Governance Coordination
- Coordinate team meetings, governance forums, and leadership engagements.
- Maintain action, decision, risk, and issue trackers.
- Follow up on outstanding actions with accountable stakeholders.
- Support the preparation and distribution of governance packs and reporting.
- Monitor submission deadlines and ensure documentation is accurately maintained.
Financial & Procurement Administration
- Process purchase orders, invoices, supplier documentation, and payment follow-ups.
- Assist with contracts, renewals, and supplier administration.
- Support budget tracking, cost administration, and supporting documentation.
- Liaise with Finance, Procurement, Vendor Management, and other key business functions.
Workforce Administration
- Coordinate onboarding and offboarding activities.
- Maintain contractor, resource, and organisational records.
- Arrange interviews and recruitment administration.
- Monitor contract expiry dates and facilitate renewals where required.
Stakeholder & Communication Management
- Act as a professional liaison between leadership, teams, and key stakeholders.
- Coordinate communication, follow-ups, workshops, and team events.
- Escalate priority matters appropriately and ensure timely resolution.
Minimum Requirements:
- Diploma or qualification in Business Administration, Office Management, Executive Secretarial Studies, or a related field.
- 3+ years' experience supporting senior management within a corporate, banking, financial services, insurance, or similar professional environment.
- Advanced proficiency in Microsoft Outlook, Teams, Word, Excel, and PowerPoint.
- Strong written and verbal communication skills.
- Exceptional planning, coordination, and organisational abilities.
- Proven ability to manage multiple priorities while maintaining accuracy and professionalism.
- Experience handling confidential and sensitive information.
Key Competencies:
- Executive administration
- Diary and calendar management
- Governance and meeting coordination
- Stakeholder engagement
- Attention to detail
- Professional communication
- Confidentiality and discretion
- Initiative and ownership
- Deadline management
- Problem-solving capability
Why Apply?
This is an excellent opportunity to join a respected financial services organisation where your ability to create structure, coordinate stakeholders, and support senior leadership will be highly valued. You will play a key role in enabling efficient decision-making and ensuring the smooth running of a dynamic business unit.