PA to CFO

• Effective diary management and all associated arrangements to ensure the smooth running of schedules and optimum effectiveness of time, linked to the strategic priorities and including production of agendas, briefing materials, packs, travel, refreshments etc.
• Monitoring and prioritising incoming mail/emails/calls on a daily basis, dealing, responding or redirecting as appropriate.
• Preparing and producing presentations, correspondence and reports as required.
• Maintaining control of budget and monthly expense claims for your relevant members of the Executive and Senior Management team and their direct reports, ensuring expenses policy is adhered to at all times.
• Preparation of meeting materials as well as attending meetings to take the minutes where required.
• Meeting and greeting visitors, giving them the best possible first impression at all times.
• Supporting corporate events as required, including event organisation.
• General filing and administration.
• Working together with the wider PA team to ensure that all Exec members are given consistent support and cover at all times.
• Ad-hoc support to other PAs and Exec as required.

• Previous experience as a Personal Assistant, ideally within a Financial Services or related environment.
• Excellent PC skills in all Microsoft packages, with accurate typing skills.
• Strong grammar and vocabulary skills, with high level of attention to detail. 
• Well organised with great prioritisation skills, strong interpersonal and communication skills to deal with individuals at all levels.
• Great telephone manner, dealing with internal and external stakeholders and customers. 
• Ability to work on own initiative as well as part of a team. 
• Ability to work under pressure and to tight deadlines. 
• Flexibility in terms of working hours and travel where required, for this role frequent travel to London will be required.

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.