Job Description

Personal Assistant to Finance Director


Up to £35,000

This is an exceptional opportunity to join a local employer of choice as a Personal Assistant. Based within stunning offices, the PA will report directly to the Finance Director to provide proactive, confidential support enabling the team to deliver business objectives.

The successful PA will be office-based, with the option of hybrid working upon completion of the initial training. You will be rewarded be a benefits package which is second to none in the area, including 25 days holidays plus Bank Holidays; a generous pension scheme and life assurance; discounted gym memberships; volunteer days; healthcare cashback plan; dental insurance; staff discounts and more!

The Personal Assistant should have a minimum of 3 years’ experience as a PA, gained within a professional services or financial services environment.

Key responsibilities:-


  • Proactively manage diary commitments, priorities and deadlines effectively for the Director of Finance, with the objective of prioritising competing commitments and allocating sufficient preparation time for meetings, including access to the appropriate paperwork. Organise room bookings (including booking lunches/refreshments when applicable), travel and accommodation and where applicable prepare detailed itineraries.
  • Support production of confidential correspondence, reports and other complex documents in Word and PowerPoint, minimising the day-to-day routine administration for the team.
  • Acting on own initiative to answer queries where appropriate, highlighting urgent matters and ensuring deadlines are diarised and highlighted, including tracking significant projects where relevant. Greeting of visitors, distributing post, internal meeting room set up where required. Proactively manage filing, including creating new project files, organising email advice and paperwork.
  • Arrange, co-ordinate and service meetings as required, including the preparation of recurring and ad hoc reports, minutes and papers, playing a contributing role where appropriate.
  • As required, attend relevant meetings and assist with production of agendas, minutes and on an ad-hoc basis, support with corresponding actions.
  • Co-ordinate and manage communications including preparing briefing notes and team communications. Assist with the planning, organising and managing of events e.g. team building days.
  • Proactively develop and maintain strong working relationships with other departments across the organisation to aid support provided to senior Managers. 

Essential skills and attributes:

  • Minimum three years’ experience in a similar Personal Assistant support role with strong administrative skills.
  • High level of computer literacy with a willingness to participate in training to further skills. Advanced abilities in MS Word, Outlook and PowerPoint, with experience in Excel.
  • Experience of working in a professional services or financial services environment.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Outstanding organisational skills with ability to prioritise and multi-task.
  • Flexibility to adapt to changing business needs and requirements.
  • Attention to detail and dedication to providing quality, error-free work.
  • Effective relationship builder and confident interacting with a broad range of stakeholders.
  • Conscientious and motivated with strong personal initiative to make things happen – seeking out tasks to undertake and developing skills.
  • Ability to work professionally to meet deadlines and collaboratively in a team environment.
  • Professional, discrete and confidential at all times.
  • Due to the rural location of the office, you will need to have your own transport.

KEYWORDS: PA, personal assistant, administration, diary management, finance

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Posted: 28/05/2024

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