Team PA/EA

  • Sector: LMA UK Business Support
  • Contact: Shabnam Shaukat
  • Contact Email:
  • Start Date: ASAP
  • Client: LMA
  • Location: City of London
  • Salary: Negotiable
  • Expiry Date: 09 June 2022
  • Job Ref: BBBH372738_1647008905

A leading Investment Trust Firm are seeking a highly organised and capable PA to liaise closely with 5/6 directors and being able to dictate their time and attention to chargeable work by effectively handling all administration and secretarial support matters. This is a great opportunity for someone who has worked in a fast paced financial/professional services environment. This is a 15 month fixed term contract with potential to go permanent.

Key Responsibilities but not limited to:

Secretarial Support:

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

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 TSE team colleagues to ensure balanced work share, absence cover and diligent, thorough management of project work
  • Undertake training and development as appropriate and engage fully in the performance management process
  • Take ownership of assigned departmental centralised activities, processes and projects
  • Carry out such other tasks as you may be reasonably directed to do from time to time

Essential Knowledge, Skills, Experience

  • IT literate, excellent skills in MS Office packages
  • Outstanding communication and numeracy skills (incl. excellent English grammar and adapting communication style to suit audience)

Preferred Knowledge, Skills, Experience

  • 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
  • Resilience, willingness to listen, learn and incorporate feedback
  • Able to take a brief and handle associated tasks, thinking holistically without being given detailed instruction
  • Outstanding time management, organisational and planning skills - ability to prioritise work and meet deadlines
  • Able to operate outside of comfort zone
  • Confident liaising at all levels of seniority, articulate
  • Absolute discretion
  • High standard of personal presentation

If this role sounds like a great fit for you, please apply NOW!