My client are looking for an experienced PA to contribute towards the effective running of their Bournemouth office through the continuity of support and provision of a high quality secretarial service to the Managers, ensuring that daily demands and deadlines are met.
To provide specific support to two Managers with regards to diary management, expenses etc.
To work collaboratively as part of the Secretarial team, ensuring that workload is distributed evenly across the team.
Provide timely and accurate audio and general copy typing for the team
Answer the phone, take messages and transfer calls as necessary
Set up new client details as necessary
Liaise with the appropriate department in respect of all admin queries and amendments to client information
Filing, faxing, photocopying, scanning and sorting of post
Assist with the preparation, checking and distribution of Valuation Reports to clients
Complete mail shots as required
Welcome clients and visitors on behalf of the Investment Management teams
General administration duties to give assistance, continuity and support to the team on a timely basis
Ensure all activities/actions undertaken meet and comply with compliance standards, including Suitability, KYC, FATCA etc.
Liaise professionally with clients and intermediaries as required
Prepare timely responses to incoming correspondence and emails as requested
Keep abreast of operational and administrative procedures
Organise video conferences between offices and external contacts
Diary management, organising meetings and processing of expenses for one Investment Manager
Cover and support for other secretaries within the secretarial team
The successful candidate will be able to demonstrate strong verbal and written communication skills, with a good client facing manner. They should have good time management skills, be able to work to deadlines in a calm, methodical and professional manner, and work on their own initiative when required.
The successful candidate will have a flexible attitude to work in response to changing workloads and deadlines within the teams. They must be able to work collaboratively and be prepared to help out others when workloads dictate. They should be prepared to share knowledge and suggest improvements if required.
Reliability, enthusiasm, initiative, self-motivation and integrity are essential characteristics.
In return the successful candidate will work in beautiful modern offices in Bournemouth, you will receive a strong salary and parking along with a number of other benefits.