Personal Assistant to Md

2 months ago

Preston, United Kingdom Simpson Judge Full time

I am working on a brand-new PA to MD role for a financial services business based on the outskirts of Preston. This role is a 100% remote, meaning your time will be working entirely from home unless needed infrequently for a team meeting.You will make a positive contribution through your support of the team, work consistently and collectively through regular communication, sharing of information, job shadowing, on the job support etc. Working alongside the MD, you will be responsible for scheduling the MD’s meetings and appointments and managing much of the communication into and out of the MD’s office and interdepartmentally. You will, therefore, require impeccable communication skills and will demonstrate an engaging, but professional manner at all times. The role will take ownership of scheduling tasks and appointments for each colleague (4 in total).
Core duties and responsibilities:

- Working in collaboration with Financial Advisers and other colleagues to effectively handle queries from clients and other parties, demonstrating effective communication skills.
- Ensure client communication is recorded, whether it is written, oral or electronic, including client related communications with third parties.
- Collaborating with a client’s Financial Adviser, you will collect and collate information about, and from, the client in accordance with the principle of ‘know your client’ and ensure correct compliance documentation is obtained.
- Assist and support with administrative duties, as needed, such as: new business processing, re balances, organising meetings with the client on the Financial Adviser’s behalf.

About you:
You will be able to collaborate and communicate with your colleagues effectively, as it is highly important that the Financial Advisers, Paraplanners and Administrators work cohesively as a strong team in order to assist clients irrespective of whether or not the Financial Adviser is available. You will be expected to cover for colleagues who may be absent. You will have experience of maintaining good working relationships in the delivery of financial advice services, or a similar professional services environment. You will have experience in writing complex and detailed reports for cases and be able to manage your own time efficiently.
Key Skills:

- Ability to work within defined business processes and achieve agreed outcomes without supervision.
- Prioritise and plan own workload, multi-tasking where needed.
- Prior experience in a PA,* EA* or Senior Administrative post
- Excellent Outlook diary management skills
- Highly developed organisation skills
- Previous experience working in financial services sector would be highly advantageous but is not essential.
- Attention to detail, value the importance of accuracy and articulation.
- Provide excellent interpersonal skills, both written and verbal.
- Demonstrate communication, team working and personal integrity.
- Demonstrate good IT skills, good report writing skills and the ability to work both completely independently and in a team.
- Demonstrate a flexible approach to continual service development and improvement, remaining committed to providing the best service possible.

Your knowledge and experience:

- Ability to work within defined business processes, maintain a professional and FCA compliant service.

**Benefits**:

- An excellent and supportive working environment.
- Opportunities to develop your career.
- Auto Enrolment Pension
- 100% Remote working
- Flexible Hours
- £30,000+ DOE

**Job Type**: Permanent

**Salary**: £30,000.00 per year

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