Executive Assistant to Chairman

6 months ago

Cheltenham, United Kingdom Attivo Group Full time

**Executive Assistant to Chairman - Cheltenham**

**About Attivo**:
Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

**About the role**:
This role offers the opportunity to join Attivo at an exciting time, directly supporting our Chairman and delivering a business critical role.

As the Executive Assistant to the Chairman, you will be responsible for supporting on a range of strategic projects, providing an efficient and responsive administrative, organisational, and logístical service, helping to manage and prioritise time and ensuring actions are completed. This is a management level position with a high level of autonomy.

**About you**:
You’re super organised and proactive. You want work for an ambitious and growing business, where no two days are ever the same. Your communication skills are advanced and you are able to articulate complex business matters and answer questions with tact and diplomacy.

You’re an experienced PA or EA and have supported C - Suite before, ideally within Financial or Professional Services. You have experience working for an owner-led, growing business. If you have a background in Project Management, this would be an advantage, particularly if this is combined with strong business acumen.

You are a relationship-builder, able to influence without authority, and actively position yourself as the go-to person for support.

**Key Responsibilities include**:

- Work directly with the Chairman to support all aspects of his daily work routine and provide additional support to executive team members as directed, to ensure that company goals and objectives are accomplished and that operations run efficiently
- Plan and orchestrate work to ensure that senior executives’ priorities are met, organisational goals are achieved, and best practices are upheld
- Coordinate complex scheduling and calendar management, as well as content and flow of information to senior executives
- Maintain professionalism and strict confidentiality with all matters
- Organise team communications and plan events, both internal and off site
- Provide an excellent service for Chairman’s visitors to the Group’s offices to create and maintain a professional and welcoming impression of the Group
- Act as a first point of contact for all incoming calls for Chairman in order to maximise relationships
- Attend both internal and external meetings and take accurate minutes and inform the Chairman of any outstanding actions
- Liaise with other staff members to collate documentation and ensure Chairman is thoroughly prepared for all meetings, providing a good impression to guests and attendees
- Provide an on-going excellent level of administrative support for business matters to ensure timely completion

**Essential skills and experience**
- Demonstrable knowledge and experience working as a PA/ EA reporting directly to senior management
- Experience of providing support to C-Suite in an owner led business
- Strong organisational skills and the ability to work with a high level of accuracy whilst coordinating multiple concurrent projects
- Excellent communication skills including the ability to write well-articulated documents
- Ability to maintain confidentiality of information related to the Company and its employees and deal with sensitive and confidential issues in a professional manner
- Experience working in a fast paced environment with the ability to multitask and prioritise daily workload
- Minimum 5 GCSEs, or equivalent, graded A-B (6), including Maths and English

**Desirable skills and experience**
- Educated to degree level
- Experience of working within financial services

**Salary and benefits**

Up to £55,000 depending on experience.

Attivo also offers:

- Non-contributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness
- Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only

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