Personal Assistant

Role Description

This role is to provide highly capable and efficient administrative support for a group of FNZ executives within Group Technology (GT) and therefore positively impacting on the efficiency of the team. The role will additionally support the FNZ Admin team by providing resource cover and supplementary capacity as required to ensure optimum running of the business.

This role will sit within the Support Services Team (SS). The SS team is responsible for supporting the business, providing a quality service to both internal and external clients.

Specific Role Responsibilities

• Assist the GT team with scheduling challenging meetings with senior leaders or clients, focusing on few dynamic agendas of specific team members

• Manage team related administrative work i.e. processing of credit card and cash expenses

• Manage team travel or event arrangements

• Become familiar with the team workload in order to assist efficiently

• Familiarise with executives’ internal/external clients & direct reports; be available to support the team as required

• Own weekly GT Team meetings, monthly FNZ Driven and quarterly GT All Hands planning and agenda. Ensure it is in place and the corresponding dox shared prior to the meeting

• Attend team meetings as required – publish agendas, action items/minutes

• Pro-active follow up to ensure tasks have been executed as previously agreed and planned

• Assist with GT and FNZ Driven Viva Engage communication channels and maintain GT communication calendar

• Maintain distribution lists within GT

• Procurement processing

• Undertake any other projects/ tasks as may be reasonably required to facilitate the smooth operation of the team.

Experience required

• Previous experience of working in a software development/FS environment would be an advantage.

• Minimum of 3 years’ experience in a PA/EA role.

• Motivated to exceed expectations, and ability to represent company image & values.

• Proactive.

• Eye for detail and perfectionists view of service standards.

• Able to manage people and service providers.

• Good problem solver - logical and reactive in response to unexpected queries/circumstances.

• Must demonstrate flexibility to get involved in tasks at all levels.

• Must demonstrate flexibility and adaptability to juggle a range of different tasks and work extra hours to meet deadlines as required.

• Relationship building skills essential for staff, customers, service providers.

• A good working knowledge of Word, Excel and PowerPoint is required.

• Confident, and able to take initiative given client and delivery-focused environment.

• Independent, self- directing and delivery focused working style.

• Good team communication skills, confident in dealing with internal and external clients.

• An understanding of confidentiality issues and the use of discretion.

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About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.