Personal Assistant

3 months ago


SouthendonSea, United Kingdom Rickard Luckin Full time

This is an exciting new role as we continue to expand our Private Client support team. The business is focused on continuing to build and deliver a world class employee experience.

The role has a variety of aspects built around the provision of operational support to Private Client team members and supporting the delivery of exceptional service to clients of the firm, in an effective and timely manner whilst ensuring the quality of service meets the firm’s aims.

**Key responsibilities**
- Scheduling appointments and organising diary entries
- Liaising with clients over the telephone and in person when they visit our offices
- Assist with the planning and delivery of internal and external meetings, training sessions and similar events
- Taking notes at meetings, preparing the minutes and distribution to agreed recipients
- Preparation of client facing and internal reports, discussion papers and compliance document packs
- Maintenance of certain internal records, including use of CRM systems
- Other ad-hoc administrative support as required by the team from time to time
- Report to, and be supported by, your line manager in respect of your performance and personal development goals
- Accountable for maintaining own professional development and technical needs applicable to the role
- Be a positive team player and collaborate with others in working towards the departments people, client and business goals

Full driving licence with access to car would be preferable;
The role can be based from either our Southend or Basildon office.

**Job Types**: Full-time, Permanent

**Benefits**:

- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Enhanced maternity leave
- Flexitime
- Health & wellbeing programme
- Paid volunteer time
- Private medical insurance
- Referral programme
- Sick pay
- Work from home

Schedule:

- Day shift
- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Southend-on-Sea: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Southend-on-Sea

Reference ID: PA020623


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