Team PA (Wealth Management)
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| Job Type | Permanent |
| Area | All of London, UKCity, UK |
| Sector | BankingFinancial ServicesOperationsOtherCorporate Actions |
| Salary | Up to £42,000 plus bonus and benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-13784 |
| Job Views | 40 |
- Description
- Team PA (Wealth Management)
Up to £42,000 plus bonus and benefits
Hybrid working available!
A fantastic opportunity has arisen to join a leading wealth management firm based in the City, as they are seeking an experience PA to support the Research teams and investment committees. This role provides the fantastic opportunity to work within a number of exciting teams, including the Research division behind their Sustainability initiatives. We are seeking passionate and experienced candidates, who can assume responsibility for providing exceptional operational and administrative support. Does this sound like you? Then APPLY TODAY!
Duties of the Team PA to include:
- Producing minutes and undertake notetaking during meetings for various investment committees.
- Providing support in the monitoring of engagements, keeping on top of correspondence and replies and accurately maintaining all records.
- Assisting with diary and travel management for research team members when necessary. You will also be responsible for preparing and submitting expenses and purchase orders.
- Producing documentation, such as agendas and papers.
- Develop a structured approach to external meeting organization to reflect changing regulatory requirements.
- Reviewing and updating the procedures and training materials and contributing towards the continuing development of the Group.
Requirements for the successful Team PA:
- Previous experience working within the Investment or Wealth Management industry.
- Minute-taking experience is essentialwith strong shorthand skills
- Advanced knowledge of MS Office
- Strong organization and time-management skills, with excellent written English.
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency