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Executive Assistant

1 month ago


Mendip, United Kingdom JJ SEARCH LIMITED Full time

SALARY: 40-50K


The Company


An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.


The Role


The Executive Assistant will support the Chief Risk Officer / Head of Legal within this well established Wealth Management firm.


The Executive Assistant will provide administrative support to the Chief Risk Officer / Head of Legal as required.


Proactive and effective diary management, managing travel arrangements, and arranging lunches and dinners as required, also processing expenses and managing itinerary.


Filter information, identifying priorities for the Chief Risk Officer's attention, responding to or forwarding on as appropriate.


Perform extensive diary management - scheduling meetings & establishing priorities to ensure smooth & efficient running of daily schedule.


Ensure the Chief Risk Officer is ready for all meetings ensuring papers are in order & all schedules confirmed.


Provide support to committee meetings, including developing agendas, taking accurate notes (where necessary) & actions as well as preparing meeting packs.


Work on adhoc projects and tasks as needed.


The Candidate


3-5 years + experience in a similar Executive Assistant / Personal Assistant role within a Financial Services, Professional Services or Legal environment.


Proficient in Word, Excel and PowerPoint.


Knowledge of Regulatory/Compliance requirements and processes relevant for the role.


Excellent customer service skills/ effective communicator with good influencing skills.


Good organisational skills , highly accurate and attention to detail


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