Personal Assistant & Investor Relations Coordinator

Level - 2 Department- Investor Relations Location - London Contract - 12 Month FTC We are currently seeking a Personal Assistant to provide administrative support to the Chief Financial Officer, Chief Strategy & Transformation Officer, and Interim Chief Risk Officer. In addition to , you will also take on the role of Investor Relations Coordinator, supporting in the the delivery of the function's objectives and strategic goals. Key responsibilities included: PA Tasks Regularly monitoring and management the inbox, prioritising and organising emails, occasionally responding on behalf of the manager. Comprehensive diary management, ensuring relevant meeting papers are attached to calendar invites. Booking necessary facilities and organising team events when required. Coordinate and manage travel arrangements, ensuring cost-effective rates and flexible cancellation policies. Make necessary adjustments and provide detailed itineraries for complex trips. Review and facilitate the signing of documents, ensuring all necessary information is provided. Log gift items and hospitality invitations in the Star Compliance system. Ensure completion of mandatory learning for all team members and the manager. Organise and submit the manager's expenses, prompting approval when necessary. Coordinate IT support and manage the manager's weekly video communications to the finance department, arranging substitutes as needed. Prepare agendas for the manager's monthly Finance Leadership Team (FLT) meetings. Assist in completing Fit and Proper (F&P) assessments for direct reports and the manager. Investor Relations (IR) Tasks Monitor and respond to emails in the IR inbox. Organise sales desk meetings, investor conferences, and roadshows. Maintain the Investor Relations pages on the company website. Assist in preparing IR slides for the monthly Management Information (MI) pack. Take notes during investor meetings and organise results presentations twice a year. Additional Responsibilities Onboard new suppliers, manage tender processes. Assist with printing and scanning documents. Process invoices. Provide cover for other PAs when required., We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

• Previous PA experience in a busy and demanding environment
• Diary and travel management expertise
• Proficient in Microsoft Office (Word, Excel, PowerPoint, Visio)
• Excellent communication and organisational skills
• Adaptability, proactive problem-solving, and ability to manage deadlines under pressure
• Strong attention to detail and ability to methodically work through requirements
• Ability to use initiative and work independently
• Respect for confidentiality, work with discretion and privacy when dealing with sensitive data
• Flexible and mature approach with ability to work unsupervised
• Team player with a professional approach and organised and tenacious
#Quilter #LI-KH1

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees £116.2 billion in customer investments (as 30 September 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth. Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business. High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning. At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve. Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it's the perfect time to join us!

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities. Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures. Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation. Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions. Core Benefits Holiday: 182 hours (26 days) Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution. Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions. Healthcare Cash Plan: Jersey employees only. Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits. In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.