Our Client, a well established Wealth Management firm, is seeking a highly organised and proactive PA on a 3 month basis to provide comprehensive support to a senior executive and their wider department. This is a varied and fast-paced role, ideal for someone who thrives on managing priorities, coordinating communications, and ensuring everything runs smoothly behind the scenes.
Key Responsibilities
- Proactively manage the Executive’s diary and inbox, prioritising meetings and actions to ensure deadlines are met
- Prepare briefings, summaries, reports, and presentations for internal and external audiences
- Coordinate complex travel arrangements and prepare full diary packs, including papers, tickets, and travel information
- Organise and support internal and external meetings, conferences, video calls, and events
- Track actions, follow up with stakeholders, and keep the Executive informed of progress
- Provide high-quality administrative support, including maintaining spreadsheets, databases, SharePoint pages, and management information
- Liaise with clients and internal stakeholders where appropriate
- Support document editing and preparation, particularly Excel spreadsheets and PowerPoint presentations
- Manage departmental communications, including monthly updates, presentations, and intranet content
- Handle general administration such as expenses, invoices, printing, binding, and ordering stationery
Skills & Experience
- Proficient in Microsoft Excel, Word, PowerPoint, and MS Teams
- Excellent organisational skills with strong time management and attention to detail
- Confident communicator, able to build relationships across all levels of the business
- Discreet and professional, with the ability to handle confidential information appropriately
- Proactive, adaptable, and comfortable managing multiple priorities
This is an excellent opportunity for an experienced Personal Assistant or Senior Administrator looking to play a key role in supporting leadership and departmental communications.