Executive Assistant - Financial Services

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Morrinson Wealth

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Principal Partner Practice of St. James's Place Wealth Management

Financial Advice • Wealth Management • Tax Planning • Pension Planning • Investment Planning

51 - 200

Description

• Diary management – internal/external meetings, re-scheduling, room bookings, etc. • Email management - filing/flagging and forwarding to relevant stakeholder where relevant, responding to standard queries proactively • Preparation for key meetings and workshops including Management Team regular meetings and other stakeholder meetings • Allocating tasks post-meeting, communicating minutes / meeting notes and ensuring relevant team actions within deadline • Transcribing meeting notes and drafting follow-up communications • Liaising with other support teams regarding the CEO’s client priorities • Drafting speech points for the CEO for key business meetings • Coordinating business-wide events including business updates and socials • Providing oversight of the PA community and embedding best practices across the group • Managing office space and access, including communicating key messages across the practice • Facing into key external stakeholders.

Requirements

• Experience working with Executives or Senior Directors • Experience working within financial services • Good GCSE or A-Level results and proficient at all IT packages • Strong numerical and written communication skills • Excellent organisational and administration skills, managing multiple senior stakeholder diary and report requirements • Ability to proactively use initiative to problem solve and anticipate next steps • 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 • Confidence and ability to influence senior stakeholders • Ability to work autonomously in a fast paced organisation as well as follow direction from managers • 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

Benefits

• 25 days holidays (excluding Bank Holidays) • 1 additional day of paid leave for your birthday • Life Assurance (4 times basic salary) • Auto-enrolment pension (3% employer contribution, 5% employee contribution) • Healthcare Cash Plan • Cycle to Work Scheme • Season Ticket Loan • Financial assistance for study leave and qualifications • Volunteering day • Quarterly socials