Executive Assistant - Either Manchester or Leigh Based
Who Are We?
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire. We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values. We empower our clients to achieve financial freedom and create a lasting legacy, while supporting our team members in finding satisfaction in their work, advancing in their careers, and taking pride in their accomplishments.
KBA are passionate about giving back to the community and helping those who need it where we can. We do this on both a company level and an individual level to engage with amazing causes close to our hearts.
We're currently a talented, ambitious team of over 40 people with plans for continued growth over the years to come. Having doubled in size in the last few years and growing our turnover by over 25% per year consistently, it's an exciting time to consider a career with us at KBA.
Our ethos is that we want to help people have better lives. That includes our team members, clients, and causes that are close to our hearts. So why not be part of this exciting, growing team that genuinely cares about your future and the impact we have on you, the customers, and the communities in which we operate?
The Role
We're on the hunt for an Executive Assistant to work alongside our Company Director. This role is integral to supporting the Director in various administrative and organisational tasks while embodying our company values in all interactions and activities.
Day to Day Accountabilities
- Diary Management: Coordinate and manage the Director's schedule, ensuring efficient use of time and prioritisation of tasks in alignment with company goals and values.
- Email Management: Monitor and manage the Director's email inboxes, handling correspondence promptly and with professionalism, reflecting our values of trust and commitment in all communications.
- Correspondence Handling: Manage incoming correspondence, including letters, emails, and phone calls, demonstrating loyalty and discretion in handling sensitive information.
- Monthly Expense Requests: Prepare and submit monthly expense reports accurately and in a timely manner, reflecting our commitment to integrity and transparency in financial matters.
- Note-Taking: Attend meetings with the Director and provide comprehensive note-taking services, ensuring accurate documentation of discussions, decisions, and action items.
- Prepare for Leadership and Team Meetings: Assist in the preparation of materials for Leadership and Team meetings, demonstrating energy and attention to detail in ensuring all necessary documentation and presentations are ready for review.
- Problem-Solving: Proactively identify and solve problems as they arise, demonstrating courage and resourcefulness in finding effective solutions to challenges.
- Executive Support for the Director: Provide executive support for the Director, including scheduling, booking flights, travel itineraries, and accommodation, demonstrating loyalty and commitment to facilitating their work.
Requirements
- Previous experience as an Executive Assistant or similar role in a fast-paced environment, preferably in the financial services industry.
- Strong organisational and time management skills, with the ability to prioritise tasks effectively and meet deadlines.
- Excellent communication skills, both written and verbal, with a professional and diplomatic demeanour.
- Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook) and experience with calendar management and email systems.
- Attention to detail and high level of accuracy in all tasks.
- An understandong of confidentiality when handling sensitive information.
- Ability to work independently with minimal supervision and as part of a team.
- Flexibility and adaptability to changing priorities and deadlines.
Benefits:
- 25 Days holiday plus bank holidays and your birthday off
- Life Insurance
- Income Protection
- Bonus scheme
- Pension - Salary sacrifice matched up to 5%
- Death in service 4x your salary
- We offer study and exam support
- Discounted financial products and advice
- Learning library