We are recruiting on behalf of a well-regarded membership body at the heart of the UK financial services sector. The organisation represents a substantial membership of international financial institutions and engages regularly with government, HM Treasury and regulatory bodies including the PRA and FCA.
We would love to hear from candidates with a background in membership organisation, trade body, professional association or banking and financial services.
The role
* PA support to the Chief Executive
* Managing the CEOs diary and arranging internal and external meetings
* Ensuring adequate preparation time for all key meetings and providing relevant materials
* Drafting correspondence, handling RSVPs and keeping the CEO informed of membership changes
* Creating lists and reports from the CRM as required
Board, Committees and Working Groups
* Coordinating meeting logistics for the Board, Tax Policy Working Group and CEO Breakfasts
* Formatting and circulating papers and presentations ahead of meetings
* Taking accurate minutes and maintaining clear action trackers
* Managing attendance records and responding to meeting queries
Events
* Coordinating CEO roundtables and the AGM
* Drafting invitations, managing mailings and maintaining event records on the CRM
* Sourcing and liaising with venues
* Attending and supporting at the Summer Reception, Annual Banquet, Mansion House Lunch and conferences
Membership and Office Administration
* Acting as a warm and professional first point of contact for members and visitors
* Responding to member queries and assisting with website access and registration
* Managing the membership database including annual updates and ongoing changes
* Handling general office administration including supplies and incoming calls
About you
* Proven EA experience supporting at CEO or Director level, ideally within a membership organisation, trade body or financial services environment
* An accurate and confident minute-taker with experience producing clear written records and action trackers - this will be assessed at interview
* Strong Microsoft Office skills including Word, Excel and PowerPoint
* Experienced with CRM systems and comfortable with data handling and database management
* Highly organised with strong attention to detail and the ability to manage competing deadlines
* Discreet and professional when handling sensitive information
* Personable, proactive and able to work effectively as part of a small, close-knit team
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