Proven work experience as a Personal Assistant, preferably as a Personal Assistant to top-level management. Please refer to the job advert for further information.
Executive Personal Assistant to Director – UK Financial Sector
Exciting opportunity for a creative and dynamic Executive Personal Assistant to join our growing team at the WIS Group. As a fast-growing group of companies in the UK Accountancy and Financial services industry, we are seeking an experienced and dedicated Executive Personal Assistant to provide comprehensive support to our director.
Job Summary:
This role offers a dynamic opportunity to work closely with top-level management, coordinating calendars, managing travel arrangements, and providing efficient administrative support. If you thrive in a fast-paced environment and possess exceptional organizational and communication skills.
Key Responsibilities
- Provide high-level administrative support to the Director, including managing calendars, scheduling appointments, and coordinating meetings.
- Handle confidential sensitive documents and information of the Director and company with discretion and maintain confidentiality at all times.
- Update deadlines and ensure all tasks are completed within specified timeframes.
- Maintain and update registers/login sheets, ensuring accuracy and completeness.
- Manage communication channels, including screening phone calls, responding to emails, and drafting correspondence on behalf of the Director.
- Handle client complaints and inquiries professionally, escalating them to the Director as necessary.
- Coordinate with Advisors and paraplanners regarding queries and case matters, providing necessary support.
- Assist in coordinating matters with internal and external stakeholders as required.
- Conduct accounting tasks, such as reconciling Xero, tracking expenses, and processing payments.
- Prepare monthly profit and loss for company directors.
- Prepare presentations, reports, and documents as required by the Director, ensuring accuracy and professionalism.
- Coordinate travel arrangements and accommodations for the Director and other team members as needed.
- Manage FCA accounts, staying updated on deadlines and regulatory requirements.
- Executing tasks as assigned by the director as needed and in accordance with instructions.
- Act as the first point of contact in the absence of the Director, handling inquiries and issues.
- Create and manage Google Business accounts, ensuring accurate and up-to-date information.
- Follow up on payments and ensure timely processing.
- Respond to Google and Trustpilot reviews, addressing feedback and concerns.
- Add new users and allocate CPD's in the Competent Adviser system.
- Provide monthly PMS Proc Fee report to the Compliance Officer.
- Monitor back office work to ensure targets are met, reporting any discrepancies or delays.
Attributes and Qualifications
- Candidates should be adaptable to UK Office hours: Monday to Friday, 2.30pm to 10.30pm in the winter and 1.30pm to 9.30pm in the summer (SL time).
- Proven work experience as a Personal Assistant, preferably as a Personal Assistant to top-level management.
- Knowledge of office management systems and procedures
- Intermediate knowledge and experience with basic accounting tasks.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and accounting software.
- Excellent organizational and time management skills with the ability to prioritize tasks.
- Strong organizational and multitasking abilities.
- Exceptional verbal and written communication skills.
- Discretion and confidentiality are paramount.
- Detail-oriented, proactive, and able to work with minimal supervision.
What We Offer?
- Competitive salary and benefits package.
- Opportunity to work with a stable and esteemed organization.
- Challenging role with potential for growth and learning.
- Collaboration with and learning directly from top-level management.
PLEASE CLICK THE APPLY BUTTON TO SEND YOUR CV VIA XPRESSJOBS