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Our client, a respected and forward-thinking professional services organisation, is seeking a personal assistant to join their established pensions team. This is an excellent opportunity for an organised, proactive, and detail-focused individual to provide high-level administrative and secretarial support to a team of Trustee Directors. The role is offered as a 12-month fixed-term contract.
What’s on Offer?
Job type: Full time, fixed-term contract (12 months)
Location: London, City of London (Hybrid)
Salary: £Competitive
Key Responsibilities:
Provide secretarial and administrative support to approximately 4–6 Trustee Directors
Manage complex diaries, organise meetings, and coordinate travel arrangements
Prepare meeting materials, agendas, and board packs, and ensure timely follow-up on actions
Record accurate meeting minutes and maintain thorough documentation
Support the billing process including time analysis, client billing coordination, and expense management
Maintain management information and produce relevant reports such as billable hours and referrals
Coordinate internal meetings, team events, and departmental communications
Assist with client onboarding, scheme setup, and CRM record management
Support client communication and ensure efficient document and record management
Collaborate effectively with team members to ensure balanced workloads, absence cover, and project support
Contribute positively to team culture and uphold professional standards across all duties
Skills, Experience, and Training Requirements:
Educated to degree level or equivalent experience
Proficient in Microsoft Office and confident with IT systems
Excellent written and verbal communication skills, with strong grammar and numeracy
Proven experience in diary management, travel booking, and administrative coordination
Exceptional organisational skills and the ability to manage multiple priorities effectively
High level of attention to detail and accuracy in all work
Professional, reliable, and adaptable approach to changing priorities
Confident liaising with stakeholders at all levels
Preferred Experience:
Previous experience within professional or financial services environments
Familiarity with billing and invoicing processes
Our Ideal Candidate:
A proactive and self-motivated individual who thrives in a collaborative, professional environment. You’ll bring a positive, “can-do” attitude and a willingness to go the extra mile. With strong interpersonal skills and a meticulous approach to organisation, you’ll ensure high-quality support is delivered consistently and efficiently.
How to Apply:
If you have the experience, professionalism, and motivation to succeed in this role, we’d love to hear from you. Please apply directly through this advert with your CV.
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