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PA in Banking & Finance

Location
Birmingham
Salary
£28,000 to £32,000
Job Type
Permanent
Posted
2 Sep 2022
This is an excellent opportunity for the successful candidate with previous experience in a similar role, to join a forward-thinking, dynamic organisation, working as part of a great team of PAs and secretaries! You will be working alongside and liaising with fee earners, clients and key stakeholders, building and maintaining strong rapport in these professional relationships to provide a consistently excellent level of support! This role will be hybrid Some of your responsibilities will include, but are not limited to: Diary and inbox management,, scheduling meetings and appointments, preparing necessary paperwork and documentation, as well as making any national or international travel and accommodation arrangements Handling any initial telephone and email enquiries, dealing with general queries from clients in a timely manner Opening client files and ensuring all documents and correspondence are filed away correctly, passing them along to the relevant individual, and producing and sending out documents and correspondence to clients on behalf of the fee earners Utilising the document production and transcription resources effectively, supporting with the growth and development of the administrative staff Maintaining records and client databases, updating them with new details and information, keeping accurate records on the internal practice management system Supporting with their billing and credit control process, ensuring all timesheets and documentation for payment are compliant. Producing accurate billing reports, letters and draft bills, processing invoices and expenses too Ensuring all documentation and correspondence are compliant and in line with the firm s policies and procedures You will support with Marketing and Events and have extensive client liaison This role is ideal for an existing Finnace PA for a new challenge or a PA in Professional services or commercial property looking for a change. If you are already registered with Katie Bard, please contact your professional services or property looking for a change contact your consultant directly. Katie Bard is an Equal Opportunities Employer. Katie Bard is acting as an employment agency
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Details

  • Job Reference: 702533264-2
  • Date Posted: 2 September 2022
  • Recruiter: Angela Mortimer Group
    Angela Mortimer Group
  • Location: Birmingham
  • Salary: £28,000 to £32,000
  • Sector: Administration
  • Job Type: Permanent