EA to CEO & Chairman

Salary up to £55K

Full Time

London, The City

Investment

The Company

Our client is one of the leading independent wealth managers in the UK. They work across both the UK and Europe and their investment professionals are managing £32.4 billion of assets. The company prides its selves on delivering a high standard of experience and expertise, combined with extremely developed and up-to-date technical infrastructure. The business is small scaled and really takes a personal approach on building relationship-led service with a quick and direct access to their people and knowledge.

The Role:

Primarily to provide full administrative and organisational support to the CEO and Chairman of the company. The role also provides support to others on an ad-hoc basis where agreed and appropriate.

 

Responsibilities:

  • Extensive diary management – gatekeeper of CEO and Chairman diaries
  • Assistance with meeting arrangements as required, ensuring executives are fully prepared for all meetings including but not limited to production of meeting packs, agendas, location details in advance
  • Collating and distributing papers as required by the executive team
  • Management of travel bookings and all itinerary planning Inc. flights, taxis, hotels
  • Proof reading documents as required and drafting emails/communications, e.g. e-mails/reports for executive team, press releases, internal magazines etc.
  • Answering and screening incoming telephone calls, relaying accurate messages in a professional and timely manner
  • Processing expenses and invoices for payment for CEO and Chairman and own company credit card
  • Scanning, photocopying and binding packs as required
  • Typing letters, e-mails, assisting with the preparation of paperwork and/or amending Power-point presentations
  • Keep and maintain accurate paper and electronic records on behalf of CEO and Chairman
  • Minute general meetings as requested complete the typing up of minutes for distribution in a timely manner – including weekly Executive Management meeting
  • Undertake any additional tasks as requested including some non-company related tasks as required to ensure full day to day support for the executive team
  • Support with drafting communications/reports etc. for the CEO and Chairman, as required

 

Skills & Qualities:

  • Previous experience supporting C-level professionals in an PA/EA capacity
  • Strong knowledge of Word, Excel, Power-point and Outlook
  • Understanding of basic Compliance regulations affecting role
  • Strong time management and organisational abilities
  • Excellent interpersonal skills – able to communicate professionally, effectively at all levels within the Company and with external clients
  • Able to multi-task, work to deadlines and adapt and operate effectively and efficiently in a fast-moving often pressurised environment
  • Proven experience supporting senior level roles, ideally in a financial services environment
  • Maintains and promotes high ethical standards by demonstrating honesty, integrity and fair dealing at all times internally and externally, promoting and enhancing the good reputation of the firm
  • Acting with due skill, care and diligence
  • Being open and cooperative with the FCA, the PRA and other regulators
  • Paying due regards to the interests of customers and treating them fairly
  • Observing proper standards of market conduct

 

If you have any further questions regarding the role, please do reach out to us at contacts@bower-talent.com

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