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Executive Personal assistant

IPS Group
Job LocationLeeds
EducationNot Mentioned
Salary25,000 - 33,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A wealth management company are looking for an Executive Personal Assistant to join their team in GarforthThe role of the Executive Personal Assistant is to provide support to the Board of Directors and Shareholders along with carrying out various administration duties.Previous experience as a PA is essential, experience in a PLC is desirable Main duties:

  • Provide support to the directors across various companies
  • Diary management
  • Varied personal assistance to the extended family
  • All travel to arrange - this includes personal holidays and business trips
  • Booking all overseas trips, arranging food requirements, check travel entry requirements
  • Various personal tasks, such as personal shopping orders, gifts, appointments, restaurants etc.
  • Arranging client and employee gifts (birthday, xmas etc)
  • Creating comprehensive travel schedule and itineraries, book covid tests (where appropriate)
  • Keep up to date filing systems of confidential documentation - both hard and electronic copies
  • Administrative tasks for other directors on an ad hoc basis
  • Help with the Client CRM and keeping the system up to date with client meeting information
  • Contact clients by email, telephone and letter
  • Arrange monthly client reviews for 3 advisers & record information precisely
  • Company social events to organize
  • Plan and prioritize own workload to ensure targets are achieved
  • Keep up to date and understand all the companys internal procedures as they apply to the performance of the role
  • Petty Cash / Amex reconciliation
  • Manage office & building (cleaners, parking, stationery, refreshments, photocopiers etc)
  • Booking meeting rooms, lunches & any necessary catering
  • Negotiate, manage & renew contracts for offices
  • Liasing with other SJP offices worldwide & assisting with visits to our office
  • Liaise regularly with their driver re travel for following week, book a hotel for driver
  • Order company branded stationery for all offices, company xmas & birthday cards
  • Liaise with design & printing companies
Job type: Permanent, Full-time Salary: £25,000 - £30,000

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