Description
A great opportunity to join a supportive and progressive team, providing invaluable executive support in a growing national business.
We’re all about putting people first — whether it’s our clients or our colleagues — and we live our values every day:
Client First
Clarity
Expertise
Collaboration
Please do apply if you think you would be a great fit for this role - we look forward to hearing from you!
Purpose of role:
The Executive Assistant provides administrative and operational support to the Managing Director of Ascot Lloyd Investment Management and Chief People Officer, fulfilling tasks and responsibilities associated with the wider executive support team.
Key Responsibilities:
- Work directly with the MD and CPO to support aspects of their daily work routine, to include external board directorships and assist members of the their respective teams as required.
- Maintain calendars, including scheduling meetings, appointments, speaking engagements, and travel arrangements. Exercise discretion in committing time and evaluating needs.
- Serve as a liaison between the Executive Team and the wider Investment Management and HR Teams. This includes receiving and screening phone calls, receiving visitors into office, answering a variety of questions with tact and diplomacy, taking messages, and conducting tasks appropriately for resolution.
- Play a key role in the coordination of members of the Investment Management and HR Teams.
- Complete a variety of special projects including creating PowerPoint presentations, financial spreadsheets, special reports, and agenda material.
- Assist in the development of presentations and Board papers for internal and external audiences.
- Assist in PMO activities and processes including project planning, intake, prioritization, initiation, execution, and training, as well as fostering collaboration of end-users and key stakeholders.
- UK Travel Coordination for business travel within Ascot Lloyd offices.
- Schedule departmental meetings; assist in the preparation and distribution of meeting agendas and materials
- Attend meetings and take notes of discussion; prepare the initial draft of minutes and summaries.
- Serve as a primary point of contact between the London Office and internal and external teams.
- Determine priority of matters of attention; redirect matters to staff to handle, or handle matters personally, as appropriate
- Keep the EA to CEO advised of time-sensitive and priority issues, ensuring appropriate follow-up.
- Routinely perform a wide variety of support duties.
- Sort and triage mail; maintain e-mail and other address directories.
- Compose and prepare letters relating to routine correspondence for signature.
- Prepare, reconcile, and submit expense reports.
- Maintain paper and electronic filing systems.
- Maintain confidential and sensitive information
Experience/Skills Required:
- Five years’ prior experience in supporting a Senior Executive, within a financial institution preferred
- Excellent computer skills, including the Microsoft Office Suite (Outlook, Word, PowerPoint, and Excel)
- Exceptional writing, editing, and proofreading skills
- Excellent organization and time-management skills
- A detail-oriented self-starter with prior experience in the financial service / wealth management industry
- Someone who exhibits sound judgment with the ability to prioritize and make decisions
- Energetic and eager to tackle new projects and ideas
- Comfortable interacting with high-level executives
- A team player capable of cultivating productive working relationships across the firm
- Resourceful, can-do attitude
- Thrives in a fast-paced environment
SM&CR Responsibilities
As an FCA regulated Company, Ascot Lloyd are required to adhere to the Senior Managers and Certification Regime (SM&CR), to develop a culture where employees take personal responsibility for their own actions.
Individual Conduct Rules
- You must act with integrity
- You must act with due care, skill and diligence
- You must be open and co-operative with the FCA, PRA and other regulators
- You must pay due regard to the interests of customers and treat them fairly
- You must observe proper standards of market conduct
- You must act to deliver good outcomes for clients
