Executive Assistant (C-suite)
Executive Assistant (C-suite)
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Job Description
Executive Assistant Cheltenham
About Attivo:
Attivo are Lifestyle Financial Planners.
Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent open and honest an approach that builds trust with our clients and inspires their financial confidence.
Our experienced highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
Whether youre a private client or a business accessing our corporate services you can rely on a clear consistent service from your Financial Planner and from our experienced teams.
About the role:
This is a senior Executive Assistant role with a high level of autonomy offering the opportunity to join Attivo at an exciting time and provide strategic support to a member of our senior leadership team.
You will be responsible for managing a wide range of administrative and operational tasks supporting businesscritical projects and helping to manage time priorities and communications. Youll be the primary point of contact for internal and external stakeholders proactively coordinating schedules correspondence and key deliverables with professionalism and precision. The role is not taskdriven or micromanaged and you will be expected to operate independently and proactively with full accountability for delivery.
The successful candidate will need to be based at our Cheltenham Head Office and must have the flexibility to travel to other offices as required.
About you:
Youre super organised proactive and take full ownership of your work. You have outstanding attention to detail and a calm methodical approach even under pressure. You thrive in a fastmoving lean business and are unafraid to get stuck in whether thats supporting meeting logistics or pulling together complex governance documents.
You want to work for an ambitious and growing company where no two days are the same. Your communication skills are advanced and youre confident engaging with senior stakeholders able to manage sensitive matters with tact and professionalism.
Youre an experienced PA or EA who has supported Csuite or Directorlevel roles before ideally within Financial or Professional Services. Youre a relationshipbuilder who anticipates needs
before they arise and positions yourself as the goto person for dependable highquality support.
Key Responsibilities include:
- Providing highlevel executive support to a member of the senior leadership team including diary management correspondence inbox management and travel
- Managing internal and external communications ensuring timely responses and effective followup
- Preparing and formatting documents presentations reports and briefing packs to a high professional standard
- Coordinating meetings agendas and action tracking across teams and departments
- Building strong relationships across the business and supporting on crossfunctional projects
- Acting as a point of contact for key internal and external stakeholders
- Managing sensitive and confidential information with professionalism and discretion
- Monitoring timelines outstanding actions and priorities to ensure leadership effectiveness
Essential skills and experience:
- At least 5 years experience working as a PA or EA reporting directly to senior management
- Experience of providing highlevel support to Csuite or Directorlevel roles
- Outstanding attention to detail and the ability to produce consistently highquality work
- Relentlessly proactive able to anticipate needs and act ahead of time rather than react
- Calm and composed under pressure with the ability to thrive in a fastpaced lean business environment
- Comfortable managing both strategic and handson tasks from governance documents to meeting logistics
- Excellent communication skills both written and verbal with the ability to engage confidently with stakeholders at all levels
- Strong organisational skills and the ability to coordinate multiple concurrent projects and competing priorities
- Proficient in Microsoft Office including Outlook Word PowerPoint and other O365 applications
- Ability to handle highly confidential information with discretion and professionalism
Desirable skills and experience:
- Educated to degree level
- Experience of working within financial services
Salary and benefits:
Negotiable depending on experience.
Attivo also offers:
- Noncontributory Pension Scheme
- Private Medical Insurance
- Income Protection
- Critical Illness
- Death in Service
- Generous holiday allowance rising with length of service
- Work from home and flexible working available dependent on business needs
- Parking allowance for employees who live over 1.5 miles away from the office
- Excellent culture promoting employee wellbeing and engagement
Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of preemployment vetting as outlined by the Financial Conduct Authority (FCA). This may include but is not limited to adverse financial history criminal records UK directorship and disqualifications check.
Attivo do not use recruitment agencies and respectfully ask that agencies do not contact us in regard to posts advertised on this site.
If we have received your details in response to a recruitment initiative we will store the personal information that you have provided us. We process that information because it is in our legitimate interests to do so in order to make informed decisions about whether to interview you and ultimately recruit you.
We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo we will retain that information and any information relating to that matter in case of future reference or queries.
Unless you request otherwise we may also contact individuals you have referred to us for example referees. We will only do this with your express permission.
Please visit our website to view our full privacy policy for prospective employees.
Required Experience:
Senior IC
Employment Type
Full-Time
