Job Description

Company and role overview

Our client in the financial sector is searching for a PA/ administrator to support with administrative duties and supporting staff within a team. The candidate should be personally resilient and able to handle the pressure of a busy team and a demanding workload. The candidate will have excellent attention to detail working with tight deadlines.

This role is hybrid working.
 

Main responsibilities

  • Organise and arrange meetings on behalf of the Director as well as travel, including transport, accommodation, and any other necessary arrangements
  • Fields calls and email queries as appropriate and act an queries
  • Manage the Private Client Director’s expenses
  • Chase clients for relevant paperwork and information
  • Provide agendas for meetings
  • Assist with general administration as required e.g., scanning, and filing and sending forms to clients and providers, including cover letters
  • Ensure all client information is accurately stored on internal systems when appropriate

Requirements

  • 2+ years’ experience working as a office assistant, PA or in an administrative role
  • Ideally experience working within a financial services / IFA setting
  • Familiarity with the systems and software used by the firm to perform the role (iO, Volume, etc) will also be an advantage
  • A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel
  • Excellent written and verbal communication skills
  • Experience and using iO (Intelliflo) will be at an advantage

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