Personal Assistant - Finance

Job details

General information

Reference

003276  

Vacancy location

Location

United Kingdom, London, London

Work Place

Hybrid

Region

UK

Vacancy details

Job Profile

Lockton - Experienced Professional

Title

Personal Assistant - Finance

Description

Primary areas of responsibility will include:

 

Providing broad range business and personal support for the CFO including complex diary management, call management. - Having discretion and a high degree of confidentiality is key. 

 

Providing extensive travel / logistics planning / management (including meetings, complex itineraries across multiple time zones etc.) including providing full itinerary and arranging visas.

 

Secure meetings upon request, making sure all meeting elements are communicated (e.g., location, time, duration, attendees, and any preparations required)

 

Formatting / drafting correspondence and documents efficiently and accurately as required.

 

Consolidate papers into Finance committee pack, minute the meeting and follow up on outstanding items (quarterly).

 

Arrange team meetings and co-ordinate agenda (bi-monthly).

 

Undertake administrative tasks relating to invoice coding and expenses

 

Co-ordinating onboarding of new starters – including completing new user, order laptop.

 

Arrange team functions and events (approx. bi-monthly) i.e. winter drinks or activity, year-end celebration, summer outdoor activity day, Autumn community day and team Xmas lunch. 

 

Promoting wellbeing and inclusion of wider team

 

Maintaining Finance structure chart and Finance intranet personnel list.

 

Support communication across the International Finance organisation

 

 

 

Candidate Profile

Suitable candidates will need to demonstrate the following skills and experience:

 

  • An excellent communicator with a highly professional manner
  • Highly organised and analytical, with the ability to multi-task, co-ordinate and prioritise your workload
  • professional/trustworthy and understand the importance of discretion and confidentiality.
  • Intermediate/Advanced MS Office skills/IT literacy – especially Outlook (experience of arranging meetings across multiple time-zones a bonus) and PowerPoint.
  • Excellent organisation/prioritisation skills; ability to plan and work efficiently and in accordance with changing business needs.
  • Self-motivation to achieve desired results regarding team(s), division, company, and annual personal objectives.
  • Ability to communicate effectively and professionally both verbally and in writing with clients, insurers, and other associates.
  • Travel co-ordination experience (SAP Concur a bonus, but not essential).
  • General administration proficiency, (agendas, meetings, minutes, actions).
  • Flexible in role and very keen to learn new topics and take on responsibility/assist operationally as required.

About The Position

We are looking for a motivated person to join providing support to the Chief Financial Officer (CFO) and wider team. 

Custom section 3

Scheduled

Full Time Permanent