Established, successful Wealth Management firm based in Surrey with an extensive and growing portfolio of HNW clients are looking for an experienced, proactive PA to support their COO. You will join a friendly, professional team, the COO is highly experienced and has long tenure with the firm, supportive of staff, interesting and a delight to work with!! You will predominately be based in the Surrey office five days weekly.
The role is extremely varied to include full business PA support duties including extensive high level diaries and email management, organizing business travel for the COO with meeting agendas and relevant documentation, business cards, client packs and presentations, organizing investor/client/stakeholders meetings therefore you will be able to develop a strong rapport with the COO’s client base. You will be privy to highly confidential investment/financial information therefore discretion is key, you will attend meetings with your COO and take meeting minutes during Board meetings, following up with client / stakeholders, updating client information along with finance support; processing expenses for the COO and direct team if required.
The ideal candidate will be highly organised, a team player, with strong communication skills. The company have very low turnover and love to reward their staff with great benefits, including a 10% quarterly bonus, excellent healthcare and more, generous pension, life assurance and critical illness cover. There is also free on-site parking or they are 20 minutes from the main train station.
Please do get in touch if you are keen to hear more, shortlisting urgently!!
*Angela Mortimer Plc is acting as an employment agency for this role. If you have registered with us previously, please contact your consultant to apply*
