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To act as the key point of contact and provide dedicated comprehensive administrative and secretarial support to senior individuals within Actuarial Private, and the wider team. To act as nominated representative of the senior employee(s), where appropriate. The successful candidate will be highly motivated and possess key attributes around planning, organising and attention to detail.

Key responsibilities will include

• Prepare draft agendas and supporting documentation for meetings to ensure that they are well organised and run smoothly.


• Respond to internal and external meeting requests and arranging the necessary resources/catering.


• Action administrative matters on behalf of the Partners, and the wider team as directed.


• Attendance at meetings including minute taking and ownership of action lists.


• Pro-actively arrange all travel and accommodation requirements.


• Process, monitor and retain records of expenses.


• Manage the monthly time recording and billing process on behalf of the individuals you support.


• Distribute, draw attention and deal with relevant client correspondence on behalf of the individuals you support.


• Screen and deal with client calls as appropriate, ensuring that any appropriate actions from the client call are dealt with / escalated, as appropriate.


• Ad hoc associated Personal Assistant duties.


• Provision of cover on reception on an exceptional basis.


• Adhere to the firm’s Information Security standards, policies and procedures

Skills and Qualifications Required

Qualifications:

• Educated to GCSE / Scottish Standards or equivalent level in English, or with equivalent experience.


• In possession of a recognised professional qualification or relevant experience.

Skills:

• Relevant experience in the provision of support to senior level management, including working closely with and on behalf of senior management, extensive diary management and travel arrangements.


• Proficient in relevant Microsoft or related systems.


• Able to produce reports, presentations and various communications in line with the Firm’s standards.


• Excellent planning and organisational skills.


• Strong interpersonal and communication skills, demonstrated in the ability to consult successfully at every level within the Firm, and interact professionally with clients.


• Ability to mentor and support less experienced colleagues.

Personal Characteristics

• Pro-active.


• High level of accuracy and attention to detail.


• Exceptionally adept at learning new systems, processes and procedures.


• Team player with motivational, hands-on approach.


• Flexible approach to solving problems.


• Leadership qualities demonstrated in terms of being a role model and in creative thinking.


• Able to work autonomously.


• High degree of confidentiality and discretion with strong sense of integrity.

We work alongside employers, trustees and financial services institutions, offering independent pensions, investments, benefits and risk consulting services, as well as data and technology solutions.

That's the who and the what. More important is the 'why'. The work we do may not always seem the sexiest. But it's difficult, it's complex, and it's important. We help our clients, their employees, members and customers make decisions that have real and direct consequences on their financial futures.

For 100 years we've taken this responsibility seriously. Together, as a team and with our clients and partners, we're here to build better futures.