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Personal 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 should have 3+ years as a PA/EA, experience in software/FS, strong problem-solving skills, attention to detail, relationship-building abilities, and proficiency in Word, Excel, and PowerPoint.
  • You will schedule meetings, manage expenses and travel, support team workload, oversee team communication, handle procurement, and ensure smooth operations through various tasks.

Requirements

  • Previous experience of working in a software development/FS environment would be an advantage.
  • Minimum of 3 years' experience in a PA/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

  • Assist the GT team with scheduling challenging meetings with senior leaders or clients, focusing on few dynamic agendas of specific team members
  • Manage team related administrative work i.e. processing of credit card and cash expenses
  • Manage team travel or event arrangements
  • Become familiar with the team workload in order to assist efficiently
  • Familiarise with executives' internal/external clients & direct reports; be available to support the team as required
  • Own weekly GT Team meetings, monthly FNZ Driven and quarterly GT All Hands planning and agenda. Ensure it is in place and the corresponding dox shared prior to the meeting
  • Attend team meetings as required - publish agendas, action items/minutes
  • Pro-active up to ensure tasks have been executed as previously agreed and planned
  • Assist with GT and FNZ Driven Viva Engage communication channels and maintain GT communication calendar
  • Maintain distribution lists within GT
  • Procurement processing
  • Undertake any other projects/ tasks as may be reasonably required to facilitate the smooth operation of the team.

FAQs

What is the main purpose of the Personal Assistant role at FNZ?

The main purpose of the Personal Assistant role is to provide highly capable and efficient administrative support for a group of FNZ executives within Group Technology, positively impacting the team's efficiency and supporting the FNZ Admin team as needed.

What specific responsibilities will a Personal Assistant be expected to handle?

A Personal Assistant will be responsible for scheduling meetings, managing administrative tasks, arranging travel and events, coordinating team meetings, maintaining communication channels, and completing procurement processing, among other tasks.

What type of work experience is required for this role?

Candidates need a minimum of 3 years' experience in a Personal Assistant or Executive Assistant role, and previous experience in a software development or financial services environment is preferred.

What skills are essential for a Personal Assistant at FNZ?

Essential skills include strong relationship-building abilities, attention to detail, flexibility, problem-solving capabilities, proficiency in Microsoft Word, Excel, and PowerPoint, and the ability to communicate effectively with both internal and external clients.

Are there any specific software skills required for this position?

Yes, a good working knowledge of Microsoft Word, Excel, and PowerPoint is required for this role.

Will the Personal Assistant need to attend meetings?

Yes, the Personal Assistant will be required to attend team meetings to publish agendas, action items, and minutes.

Is flexibility important for this role?

Yes, flexibility and adaptability are crucial as the Personal Assistant will need to juggle a variety of tasks and potentially work extra hours to meet deadlines.

What kind of working environment does FNZ offer?

FNZ offers a dynamic working environment focused on delivering a quality service to both internal and external clients while fostering an inclusive and adaptable team culture.

Will the Personal Assistant be involved in project work?

Yes, the Personal Assistant may undertake additional projects or tasks as needed to facilitate the smooth operation of the team.

What are the communication requirements for this role?

The Personal Assistant must have good team communication skills, be confident in dealing with internal and external clients, and be able to maintain communication calendars and channels effectively.

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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.