Executive Assistant to CEO

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Executive Assistant to CEO - Cheltenham

About Attivo:

Attivo are Lifestyle Financial Planners.

We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you're a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

This role offers the opportunity to join Attivo at an exciting time, directly supporting our CEO and delivering a business critical role.

As the Executive Assistant (EA) to the CEO, you will be responsible for supporting on a range of strategic projects, providing an efficient and responsive administrative, organisational, and logistical service, helping to manage and prioritise time and ensuring actions are completed. This is a management level position with a high level of autonomy.

The successful candidate will need to be based at our Cheltenham Head Office approximately 3 days per week, with travel required to other offices and the ability to be flexible is key for this position.

About you:

You're super organised and proactive. You want work for an ambitious and growing business, where no two days are ever the same. Your communication skills are advanced and you are able to articulate complex business matters and answer questions with tact and diplomacy.

You're an experienced PA or EA and have supported C - Suite before, ideally within Financial or Professional Services . You have experience working for a growing business. If you have a background in Project Management, this would be an advantage, particularly if this is combined with strong business acumen.

You are a relationship-builder, able to influence without authority, and actively position yourself as the go-to person for support.

The dynamic nature of this role requires that the ideal candidate have exemplary time management skill and the ability to identify and anticipate the CEO's needs. The role must interact seamlessly and with a professional demeanour, across a broad range of individuals including members of the Senior Management Team, and Board of Directors. To perform this job successfully, the individual is expected to handle highly sensitive and confidential financial, legal, personnel and Company information while exercising professionalism and discretion.

Key Responsibilities include:

• Work directly with the CEO to support all aspects of their daily work routine and provide additional support to executive team members as directed, to ensure that company goals and objectives are accomplished and that operations run efficiently.
• Plan and orchestrate work to ensure that senior executives' priorities are met, organisational goals are achieved, and best practices are upheld.
• Manage professional scheduling for the CEO, including meetings, appointments, agendas, mail, email, phone calls, client management and travel logistics, including accommodation and meals. Exercise discretion in committing time and evaluating needs.
• Coordinate complex scheduling and calendar management, as well as content and flow of information to senior executives.
• Maintain professionalism and strict confidentiality with all matters
• Organise team communications and plan events, both internal and off site.
• Provide an excellent service for CEO's visitors to the Group's offices to create and maintain a professional and welcoming impression of the Group.
• Act as a first point of contact for all incoming calls for CEO in order to maximise relationships.
• Attend both internal and external meetings and take accurate minutes and inform the CEO of any outstanding actions.
• Liaise with other staff members to collate documentation and ensure CEO is thoroughly prepared for all meetings, providing a good impression to guests and attendees.
• Provide an on-going excellent level of administrative support for business matters to ensure timely completion.

Essential skills and experience

• Demonstrable knowledge and experience working as a PA/ EA reporting directly to senior management
• Experience of providing support to C-Suite
• Strong organisational skills and the ability to work with a high level of accuracy whilst coordinating multiple concurrent projects
• Proficient across all Microsoft applications, including word, PowerPoint, O365 applications
• Excellent communication skills including the ability to write well-articulated documents
• Ability to maintain confidentiality of information related to the Company and its employees and deal with sensitive and confidential issues in a professional manner
• Experience working in a fast paced environment with the ability to multitask and prioritise daily workload
• Minimum 5 GCSEs, or equivalent, graded A-B (6), including Maths and English

Desirable skills and experience

• Educated to degree level
• Experience of working within financial services
• Experience as a legal secretary, paralegal, or civil service experience would be advantageous

Salary and benefits

Up to £55,000 depending on experience.

Attivo also offers:

• Non-contributory Pension Scheme
• Private Medical Insurance
• Income Protection
• Critical Illness
• Death in Service
• Generous holiday allowance, rising with length of service
• Work from home and flexible working available
• Discounted corporate gym membership
• Parking allowance for employees who live over 1.5 miles away from the office
• Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.

Attivo do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Privacy Policy

If we have received your details in response to a recruitment initiative, we will store the personal information that either you have provided us with. We process that information because it is in our legitimate interests to do so in order for us to be able to make an informed decision about whether to interview you and, ultimately, recruit you.

We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo, we will retain that information and any information relating to that matter. This is so that we can review the file if any complaints or issues arise after the recruitment process.

Unless you request us not to do so, we may also contact those individuals who are referred to in any information you provide us with, for example referees. This contact may be made by telephone, e-mail or post. We will only do this if we have your express permission to contact them in this way.

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