Personal Assistant

My client, a leading pensions organisation here in the UK are looking for a Trustee Support Executive to join their Pensions team providing secretarial support for Trustee Directors. This is a six-month fixed-term contract with the potential to become a permanent position.

Day to Day Responsibilities:

• Secretarial Support forTrustee Directors:
• Meeting organisation and diary management
• Travel arrangement
• Meeting preparation and follow-up
• Analysis of time and billable hours
• Expenses management
• Updating management information / reports incl. billable hours, Partnership Referrals etc
• Internal meeting co-ordination and excellent minute-taking
• Regulatory registratiopns
• Client on-boarding and scheme setup
• Client communication / liaison re agendas, papers, board packs
• Maintaining CRM records; electronic document/record management
• Undertaking client chargeable work under direction of Trustee Director
• Team operations support - work collaboratively and proactively with TSE team colleagues to ensure balanced work share, absence cover and diligent, thorough management of project work
• Undertake training and development as appropriate
• Take ownership of assigned departmental centralised activities, processes and projects

Skills and Experience:

• Educated to degree level or equivalent in a relevant subject
• IT literate, excellent skills in MS Office packages
• Outstanding communication and numeracy skills
• Complex diary management and travel booking
• Professional services or financial services industry experience an advantage
• Previous experience with invoicing processes