Job Description:

Our client, a leading financial services firm, have an exciting opportunity for an Executive Assistant to join their team on a permanent basis.

This is a broad role, you will provide support to the Client Service Team through a variety of administrative and client-facing tasks. Corporate travel experience is required.

Essential Skills/Experience:

• Experience working as an Executive Personal Assistant ideally within financial services.
• Corporate travel experience is required.
• Working knowledge of Microsoft Suite.
• Understanding of office procedures and methods including telephone communications, office systems and record keeping.
• Working knowledge of internal systems including Eagle and Salesforce.
• Understanding of business communications, including style and format of letters, presentations, and reports.

Core Responsibilities:

• Contact for all clients, consultants and prospects for internal and external meetings and conference calls.
• EA to Client Service Investment Managers to include management of all diary activities, and the setting up of calls and meetings as well as travel.
• Set up and organise quarterly review calls and in-house meetings for clients and consultants.
• Responsible for logging of events, roadshows, file notes, contact updates etc. in Salesforce.
• Produce relevant documents, briefing papers, reports and presentations for all meetings, calls, and trips.
• Co-ordination of global travel in line with the firm's policy
• Answer incoming queries in a timely and professional manner and draw upon the resources of other departments to solve client queries and issues.
• Process expenses through the PeopleSoft system.
• Provide cover and support for other members of the EA team as and when required.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15744

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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