Personal Assistant – Financial Services

About the role

We are looking for a highly organised and proactive Personal Assistant to support a team of Managing Directors and Directors within a fast‑paced financial services environment in the City of London. The role combines executive support, travel coordination, event planning and general office administration, offering a varied and dynamic day‑to‑day experience.

Key responsibilities

• Provide seamless PA support to senior directors, including complex diary management and meeting coordination across time zones.
• Arrange extensive travel itineraries – flights, trains, hotels, visas and venue bookings – and process monthly expenses via Concur.
• Prepare and format presentations and documents to company or client branding, handling quick‑turnaround changes.
• Plan and execute internal events such as team drinks, lunches, celebrations, Away Days and corporate gatherings.
• Cover reception duties when required and support CRM database upkeep, including contact updates and meeting notes.
• Assist the wider PA team with ad‑hoc tasks for junior fee earners and overflow work.

Required profile

• Minimum four years of experience as a Personal Assistant in finance, consulting or professional services.
• Exceptional organisational skills with the ability to manage multiple priorities under pressure.
• Professional demeanor, strong written and verbal communication, and the ability to work with senior stakeholders.
• Team‑player attitude, willing to step in wherever needed and maintain a bubbly, energetic presence.

Required skills

• Advanced proficiency in Microsoft Outlook.
• Strong PowerPoint and Excel capabilities.
• Experience using Concur or a similar expense management system.