PA to the Board of Directors

PA to the Board of Directors

Our client is looking for a professional PA support to the Board of Director to assist and support them in prioritising business processing and manage workflows via planning and organisation to achieve their objectives. Candidates must have at least 2 years of experience in St James Place Partner Practices.

Key Responsibilities of the Job:

- Owner/Reviewer of Director Support Team’s inbox. Assessing and flagging priorities where required and delegating actions as appropriate.

- Act as first point of contact and respond to verbal and written queries in a timely and professional manner.

- Provide support in all aspects of Investment Administration

- Develop and review processes and ways of working to improve efficiency and adapt to business needs.

- Assist with travel and accommodation bookings in an efficient and economical manner.

- Collate and circulate meeting packs

- Prepare any business correspondence as directed

- Maintain Salesforce records to ensure Partner Interactions are recorded and up to date

You will be dealing with clients and third parties on a daily basis and you will be managing the pipeline of business throughout the practice.

Requirements for the role:

Job Knowledge:

- Excellent time management, planning and organisational skills; able to prioritise and manage a busy workload with a wide variety of tasks and deadlines.

- Comfortable working at pace with a wide range of tasks, deliver accurately and in a timely manner.

- Ability to manage a complex diary and to anticipate changes.

- Confidential, tactful and able to exercise discretion.

- Positive work ethic and willingness to be flexible and adaptable.

- Well-presented and approachable, with the ability to build strong relationships both individually and within a Team.

- Meticulous attention to detail and proof-reading skills.

- Research and information monitoring skills.

- Willingness to undertake continuing professional development and all necessary training relevant to the role.

- Ability to take on ad hoc projects and to act as a Subject Matter Expert when required.

- Possess excellent knowledge of all Microsoft and Outlook applications. Can create pivot tables, mail-merge and presentations that may include animation and visuals.

- Is a proficient user in Salesforce, can both input and extract data from the platform independently.

SJP Business Expertise:

- Awareness of the Area Strategy, structure, roles and objectives.

- Excellent knowledge of all Microsoft and Outlook applications.

- Knowledge of all relevant SJP IT systems to include MI reporting.

- Autonomy of workload to ensure that all work is prioritised effectively.

- Ability to apply initiative, creativity, critical thinking and knowledge of business area to plan, deliver and contribute to projects.

- Ability to work as part of a wider Team.

Problem Solving:

- Ability to solve problems and apply technology to improve business processes and procedures.

- Proactive with the ability to work independently and unsupervised using own initiative, as well as the ability to work as part of a Team.

- Take ownership of tasks where necessary/directed to resolve escalations and liaise with senior colleagues to resolve/update.

Nature and Scope of Impact:

The role supports 4 Directors who are have responsibility for leading a large team of Financial Advisers and Practice Support Specialists, who help grow the Partnership. The role will increase the Director’s time to focus on the business & adviser development, as well as contributing to their own adviser business as efficiently as possible.

Interpersonal Skills:

- Excellent communication skills, internally and externally across all communication channels.

- Decision making skills.

- Ability to delegate appropriately and effectively.

- Ability to deal with sensitive situations with diplomacy and discretion.

- Ability to question and challenge Senior Managers around diary to ensure they are able to maintain focus on key objectives.

- A proven ability to be able to engage with, develop and build strong relationships with key and senior stakeholders across the Business.

- Ensure actions are consistent with the culture of St. James’s Place Wealth Management.

- Consistently strive to be the best you can be.

Special Requirements:

You may be required to undertake tasks that are not specified above, to contribute to the successful running of the business.

This Role is primarily in office, with the potential of 1 day working from home following a successful probation.