Are you seeking an opportunity to leverage your exceptional administrative skills in a dynamic and fast-paced environment within the financial services industry? Our client, a prominent player in the financial sector, is currently seeking a talented Executive Assistant to join their team. This is an exciting opportunity to support high-level executives and contribute to the success of a leading financial services firm.
Responsibilities: Email and Diary Management: Efficiently organise and prioritise the MD's emails. Schedule appointments, meetings, and engagements, optimising the MD's time. Client Coordination: Serve as the initial point of contact for clients. Schedule and confirm meetings, ensuring all necessary materials are prepared in advance. Technology and CRM Management: Leverage technology to streamline operations, with a particular focus on maintaining the MD's HubSpot CRM. Ensure accurate recording and updating of client information. Meeting Preparation: Facilitate the preparation of meeting agendas, presentations, and documents. Attend meetings as required, taking minutes and tracking action items. Travel Arrangements: Plan and book all aspects of travel, including flights, accommodations, and itineraries, ensuring a seamless travel experience for the MD. Confidentiality: Maintain strict confidentiality regarding all sensitive company information and operations. Skills and Qualifications: Experience: At least 3 years of proven experience in an executive assistant role, ideally within the insurance or financial services sector. Organisational Skills: Exceptional time management and the ability to manage multiple tasks and priorities simultaneously. Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with internal and external stakeholders. Discretion: High level of professionalism and discretion in handling confidential information. Proactivity: Ability to anticipate the needs of the MD and act accordingly with minimal direction. Personal Attributes: Strong attention to detail and accuracy. Proactive problem-solving skills. Adaptable and resilient, with the ability to work under pressure. A positive attitude and the ability to work as part of a team. Work Conditions: Office-based position with standard working hours; however, flexibility is required to accommodate the MD's schedule, including outside of regular business hours. Occasional travel may be required for meetings or events. Reporting Structure: Directly reports to the Managing Director.
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