We are seeking a friendly, self motivated Personal Assistant to assist our Private Clients Partner in a newly created role. The successful candidate will be a team-player, have strong organisational skills, good attention to detail, be flexible and have the ability to prioritise.

Good communication skills (both written and oral) are essential as you will be required to liaise directly with clients on behalf of the Partner and to work closely with the PA team.

Personal Assistant main duties include:

  • Management of the Partner’s Outlook mailbox – responding to/forwarding emails where appropriate, organising folders/sub folders, managing junk mail, meeting requests, drafting emails on behalf of the Partner, saving emails in accordance with the Firms policies.
  • Meeting management – ensure required documents available, diarising and chasing actions, issuing agendas. Looking forward on a two-weekly rolling basis.
  • Typing meeting notes, file notes and other correspondence.
  • Proactively review tasks/meetings with the Partner on an agreed basis.
  • Co-ordinating and prioritising own workload in the best interests of the Firm.
  • Regular maintenance of Outlook contacts, following up marketing leads, assisting with the Partner’s marketing strategy, including attending events when required.

Other duties will include working together with the PA team to provide holiday cover (including reception cover) where required and any other associated duties.

Person Specification

Education/Qualifications:

  • RSA Typing II (or equivalent) is desirable but not essential

 

 

Key Skills:

  • Excellent written and oral communication
  • Full use of Microsoft Outlook to manage the Partner's diary
  • Competent in key software packages (Microsoft Office suite), specifically Word and Outlook
  • Arranging meetings with clients, potential clients, contacts and internally
  • Booking travel, hotels and restaurants
  • Creating presentations using PowerPoint and bespoke software as and when required
  • Transcribe from audio tape files, draft word files and hand written documents
  • Booking events – external and internal

Salary:

Competitive + benefits including company pension scheme, health care scheme and flexi-time
Part-time, ideally 25 hours over 5 days per week (5 hours per day), but we will consider candidates seeking alternative part-time hours