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Financial Services

Berkshire

14/09/2021

Type of Position: Personal Assistant
Pay: 25-35k

Wealth Management PA / Administrator

Our client is looking for a Personal Assistant to join their successful team in Woodley, Berkshire. The role will involve ensuring client requirements are met. Earn between £25- £35k, depending on experience.

 

General PA Duties:

  • Appointment scheduling, re-arrangement & confirmation
  • Diary management – internal/external meetings, rooms and alerting receptions
  • Email management - filing/flagging and forwarding to stakeholder when required, responding to standard queries
  • Preparation for key meetings including Management Team regular meetings and other stakeholder meetings
  • Task allocation post meeting, communicating minutes / meeting notes and ensuring relevant team actions within deadline
  • Updating Management Team dictation/notes of meeting
  • Ordering of office supplies

 

Key Skills / Experience:

  • Demonstrable experience of building rapport and interacting with clients effectively.
  • A driven individual with a focus on client service and leading a high-performance culture.
  • Adaptable to change management plans and advocate to business initiatives.
  • Highly skilled and organised to manage multiple case management progress channels.
  • Strong numerical ability to analyse financial data and performance metrics.
  • Confidence and ability to influence senior stakeholders.
  • Ability to work autonomously as well as follow direction.
  • Motivate and mentor team leaders towards business efficiency.
  • IT technically proficient including Office 365.
  • Committed to advocating and encouraging an inclusive and diverse team culture.
  • Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.                          
  • R01 and R05 Desirable

If you are interested in this position, please email your CV to josie@artemisrecruitment.co.uk

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