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PA - Investment

Job Description - PA - Investment

Meraki Talent are working with an established Investment firm who are looking for a proactive, capable Personal Assistant to join their Edinburgh office on a permanent basis.

This role will directly support the team Head’s/Directors in the Investment team in Edinburgh, plus ad-hoc support to the team Head’s in Glasgow.

The successful candidate will have proven experience as a Personal Assistant within Financial Services.

Personal Assistant duties:
  • Diary and email management, including organizing client meetings and team events, and fielding/directing emails where needed
  • Travel and accommodation bookings including itineraries
  • Preparing meeting packs, presentations and reports
  • Processing invoices and expenses
  • Assisting with projects
  • Any other general administrative duties as required
  • Maintaining relationships and being a point of contact for internal and external stakeholders

Experience and knowledge:
  • Proven experience as a Personal Assistant within Financial Services
  • Proactive with the ability to think two steps ahead
  • Excellent communication and interpersonal skills
  • Able to work to tight deadlines and work well under pressure
  • Proficient in MS Office packages including Excel and PowerPoint

Next Steps
For a private and confidential discussion regarding this excellent permanent opportunity, please don’t hesitate to contact Jodie White, available on or please call me on .
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