Executive Personal Assistant

To enhance the performance of the relevant Executive Committee member by providing PA and administrative support to particular member(s) of the Executive Committee and when required any other members of the Committee and their direct reports.,

• Diary Management, including arranging meetings, meeting room and hospitality; booking travel, accommodation and restaurants.
• Assist with preparation for meetings which may include PowerPoint presentations, assembling Word documents, creating PDFs; note and minute taking; and following up on any action points as a result of the meeting
• To be the gate keeper to the Executive Committee member's time ensuring that it is prioritised and spent in the most efficient and effective manner to suit the business and their direct reports
• Communication: including emailing, answering telephones and typing of correspondence
• Provide Administrative and Secretarial support to the direct reports of member(s) of the Executive Committee member, and their teams, as and when required.
• Complete meeting packs and minutes for Portfolio and Committee meetings.
• General Office duties, which may include submitting expense claims; coordination of holidays within the business unit(s); ordering of stationery and business cards; maintaining up to date details for business contacts; safe keeping of documentation and filing
• Ensure all tasks are followed through to completion with commitment to maintaining high standards
• Consistently demonstrate the core values, contributing to the business in a helpful, polite and professional manner undertaking any task however big or small
• Summarise and maintain relevant audit log references, such as fund manager meetings, core programme and asset allocation decisions etc
• Keep the Executive Committee member aware of the day-to-day progress of the business highlighting both problems and successes.
• Cover, support, and share best practices, and work as a team with all (Executive) PAs to effectively help the whole Executive Committee and the wider business where necessary.
• Proactively underpin and support the organisation's business strategy and people at the highest and most influential level with trust and discretion.
  
  Confident communication and interpersonal skills
• Excellent organisational and prioritising skills
• An ability to maintain confidentiality with a high degree of discretion
• Experience of working effectively under pressure with tight deadlines
• Well presented, articulate, hardworking, committed and loyal
• High energy, positive hands on style, and ability to deliver results
• Excellent administrative and IT skills with high attention to detail
• Ability to work as part of a team and individually
• Previous PA experience at an executive level
• Previous experience in a financial services organisation or customer environment.
• Capable of taking the initiative and making decisions
• Knowledge of people management practices & procedures
Key Competencies
• Well presented, articulate, hardworking, professional and loyal
• Positive hands-on style, with a flexible approach to changing priorities and needs in a fast-paced environment
• Ability to communicate clearly and effectively with senior leaders and a range of stakeholders
• Ability to work as part of a team and individually
• Capable of taking the initiative and making decisions
  
  Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey. An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.


• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.