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Executive Assistant

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FNZ Group

2mo ago

  • Job
    Full-time
    Mid Level
  • People, HR & Administration
    Business, Operations & Strategy
  • London

AI generated summary

  • You need 3+ years as an EA, experience in software/FS, strong problem-solving, communication, and relationship-building skills, plus proficiency in Word, Excel, and PowerPoint.
  • You will manage executives' diaries, organize documents, attend meetings, monitor objectives, screen emails, arrange travel, process expenses, and provide on-site support as needed.

Requirements

  • Previous experience of working in a software development/FS environment would be an advantage.
  • Minimum of 3 years' experience in a EA role
  • Motivated to exceed expectations, and ability to represent company image & values.
  • Proactive
  • Eye for detail and perfectionists view of service standards
  • Able to manage people and service providers
  • Good problem solver - logical and reactive in response to unexpected queries/circumstances
  • Must demonstrate flexibility to get involved in tasks at all levels
  • Must demonstrate flexibility and adaptability to juggle a range of different tasks and work extra hours to meet deadlines as required
  • Relationship building skills essential for staff, customers, service providers
  • A good working knowledge of Word, Excel and PowerPoint is required
  • Confident, and able to take initiative given client and delivery-focused environment
  • Independent, self- directing and delivery focused working style
  • Good team communication skills, confident in dealing with internal and external clients
  • An understanding of confidentiality issues and the use of discretion

Responsibilities

  • Day to day EA management;
  • Providing technical expertise;
  • Be responsible for the executives' diaries, undertaking extensive diary management.
  • Become familiar with the executives' workload in order to assist efficiently.
  • Familiarise yourself with executives' internal/external clients & direct reports; be available to support the executives teams as required.
  • Organise key documents and files.
  • Attend executives' staff meetings as required - publish agendas, action items/minutes.
  • Monitor post event/ meeting objectives and actions and provide updates to the executives.
  • Pro-active up to ensure tasks have been executed as previously agreed and planned.
  • Screen and organise emails, including response to emails where required.
  • Manage travel for executives.
  • Reconciliation of the executives' monthly corporate credit card statements.
  • Processing personal expenses for the executives, which may include personal expenses for Non-Executive Directors; Provide ad-hoc personal assistance.
  • Assist with on-site Board/ Executive meeting preparation and provide on-site support when required.
  • Within the support services team it is required that the individual provides cover for allocated buddy on sickness/ holidays.
  • Undertake any other projects/ tasks as may be reasonably required to facilitate the smooth operation of the company.
  • This role is not in scope for activities which have a direct or indirect impact on CASS processing which takes place within FNZ for FNZ and/or FNZ's clients. There is a requirement to remain up to date with CASS developments and changes as communicated with FNZ.

FAQs

What is the primary responsibility of the Executive Assistant?

The primary responsibility of the Executive Assistant is to provide executive support to the Head of UKMEA, managing their diary, organizing documents, assisting with travel arrangements, and ensuring effective communication with clients and team members.

What experience is required for this role?

A minimum of 3 years' experience in an Executive Assistant role is required, preferably in a software development or financial services environment.

Is prior experience in the financial services industry beneficial for this position?

Yes, previous experience working in a software development or financial services environment is considered an advantage.

What kind of skills are necessary for this role?

The role requires strong problem-solving skills, attention to detail, flexibility, relationship-building skills, and proficiency in Microsoft Word, Excel, and PowerPoint.

Will the Executive Assistant need to manage travel arrangements?

Yes, managing travel for the executives is a specific responsibility of the Executive Assistant.

Are there opportunities to assist with personal tasks for executives?

Yes, the Executive Assistant may provide ad-hoc personal assistance, including processing personal expenses for executives.

What is the work environment like within the Support Services team?

The Support Services team works collaboratively to support the business and provide quality service to both internal and external clients.

Is this role focused solely on executive support?

While the primary focus is on executive support, the Executive Assistant may also undertake various tasks and projects to facilitate the smooth operation of the company.

How important is confidentiality in this role?

A strong understanding of confidentiality issues and the ability to use discretion are essential in this role.

What does the role involve regarding meeting preparations?

The Executive Assistant will assist in preparing for on-site Board and Executive meetings and provide support during these meetings as required.

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FNZ Group

1001-5000
Employees

Mission & Purpose

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 24 million people from all wealth segments to invest in their future.