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Senior Executive Assistant - Financial Services

  • Location: London
  • Sector: Secretarial
  • Salary: £40000 - £45000 per annum
  • Job type: Permanent
  • Date posted: 13/07/2020
  • Job reference: AL2013/LDA

Financial Services

Senior Executive Assistant

£40,000-45,000 per annum

City, London


Role profile:

Secretarial Support for two Directors (initially the Managing Director and Chairman):

  • Meeting organisation and diary management (50-60% of working day)
  • Travel arrangement
  • Meeting preparation and follow-up
  • Analysis of time and billable hours; co-ordination of client billing process
  • Expenses management
  • Updating management information / reports incl. billable hours, Partnership Referrals etc
  • Internal meeting co-ordination and excellent minute-taking
  • Regulatory registrations

Client support

  • Client on-boarding and scheme setup
  • Client communication / liaison re agendas, papers, board packs
  • Maintaining CRM records; electronic document/record management
  • Undertaking client-specific chargeable work under direction of Trustee Directors

General & Team Duties

  • Team operations support - work collaboratively and proactively with team colleagues to ensure absence cover and diligent, thorough management of project work
  • Liaison with team, Trustee Director colleagues and Finance team on budgeting and departmental spend
  • With team colleagues, maintaining intranet content, Visitor Programme management, and event organisation including Away Days
  • Liaison with team and Tech team re new hardware / software implementations and electronic filing structure
  • Liaison with Independent Trustee Director colleagues and Finance team re invoices, expenses, internal controls
  • Liaison with Risk & Audit functions, co-ordinating inputs to assurance and corporate auditors; acting as secretary to Pensions Committees (Risk/Management)
  • Liaison with HR on Group policy and procedure, and maintaining content of departmental policies/ procedures and library of up-to-date versions
  • Liaison with BD and Marketing team to prepare activity reports, organise events, develop and maintain structure of CRM system as required
  • Undertake training and development as appropriate and engage fully in the performance management process
  • Contribute to the culture positively, attend meetings as required, and carry out duties willingly and diligently
  • Carry out such other tasks as you may be reasonably directed to do from time to time

Essential Knowledge, Skills, Experience

  • Educated to degree level or equivalent in a relevant subject
  • IT literate, excellent skills in MS Office packages
  • Outstanding communication and numeracy skills
  • Strong experience working in a fast-paced environment
  • Professional services or financial services industry experience an advantage

Person Specification

  • Supremely diligent, with excellent attention to detail and an eye for good presentation without loss of pace
  • Proactive and ready to work with limited initial resources
  • Problem-solver who takes accountability for progress
  • Resilience, willingness to listen, learn and incorporate feedback
  • Able to take a brief and handle associated tasks, thinking holistically without being given detailed instruction
  • Excellent relationship-building ability
  • Absolutely reliable with excellent time-keeping
  • Outstanding time management, organisational and planning skills - ability to prioritise work and meet deadlines
  • Aptitude for implementing efficient processes
  • Flexible and proactive
  • Enthusiasm to take on additional responsibility
  • Able to operate outside of comfort zone
  • Confident liaising at all levels of seniority, articulate
  • Absolute discretion
  • High standard of personal presentation

Please send your CV for immediate consideration.

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