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Personal Assistant/Office Manager

Posted 2 May by May & Stephens Easy Apply Ended

Personal Assistant/Office Manager

This boutique but highly regarded financial planning business, with offices in the heart of the City, are seeking a Personal Assistant/Office Manager to join their team on a permanent basis.

In this pivotal and wide ranging role, duties will include:

· Personal Assistant support to the Director, to include inbox management, proactive booking of client meetings, and domestic travel as required
· Daily liaison with clients, as well as acting as first point of contact for calls to the office
· Note taking at monthly Board meetings and team meetings
· Organising events to include client lunches and dinners
· Ensuring the office runs smoothly, to encompass supplier and post management, updating of the CRM database and the banking of cheques
· Preparing marketing mailers and general communication for clients
· Approving invoices and liaising with the Finance team
· Dealing with facilities related issues
· Tracking employee leave and sicknesses
· Undertaking AML checks for new clients

Personal Assistant/Office Manager - what we're looking for:

· Previous experience within a diverse Office Management role, with additional Personal Assistant duties, ideally within a boutique Financial Services firm
· A proven track record of undertaking complex diary management and anticipating requirements
· Excellent communication skills and the ability to build an effective rapport at all levels
· An unflappable nature and an adaptable approach
· Strong MS Office skills (these will be tested during the interview process)
· Knowledge of Intelligent Office and MailChimp would be preferred, but are not essential

Personal Assistant/Office Manager - what's in it for you?

· A competitive salary and comprehensive benefits
· The chance to work as part of a friendly and supportive team with regular social events

May & Stephens acts as an "employment agency" in relation to this vacancy


May & Stephens Recruitment is committed to equal opportunities and actively seeks applications from all sectors of the community irrespective of sex, race, colour, nationality, ethnic or national origin, or disability.

Reference: 35051932

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