Personal Assistant (FTC)
Core
Provide ongoing personal support and office management to the Head of Investment Trusts and the Senior Leadership Team, including complex diary management, event planning, and confidential project coordination.
Role type
Senior Personal Assistant (Executive Support)
Builds
Office management services, event logistics, and administrative workflows for the Investment Trust department.
Domain
Financial Services / Investment Management
Required skills
diary management, inbox management, expense processing, regulatory register management, event planning, travel booking, confidential project coordination, board meeting action tracking, complaint response coordination, invoice processing, budget monitoring, share analysis, induction scheduling, record management, business continuity administration, IT/Facilities liaison.
Preferred skills
senior-level PA experience, financial services experience, Salesforce proficiency, numeracy, advanced computer skills (Word, Outlook, PowerPoint, Excel).
Responsibilities
Manage complex diary and inbox for Head of Investment Trusts; coordinate private and confidential projects with high market sensitivity; manage Insider Lists and MNPI with Compliance; organize annual dinners, conferences, and offsites for 25-100+ attendees; process expenses and regulatory logs; track Board meeting actions; coordinate overseas trips for Chairs and Directors; manage departmental records and induction schedules; act as Business Continuity Plan administrator.
Seniority
Senior, hands-on IC