PA to Director

PA to Director – Investment Management – City – up to £40k

Our client, a City based Investment Management company, is looking for an experienced PA to provide proactive support to one of their Directors. 

Suitable candidates will ideally possess previous experience as a PA in Wealth Management / Investment Banking or Financial Services and will be dynamic, hard working, highly organised and able to ‘hit the ground running’ in a fast-paced environment. 

Strong minute-taking skills and audio typing is preferable as is the ability to multi-task, prioritise and meet deadlines. 

Key responsibilities as the Personal Assistant (PA) will include:

  • Proactive diary management, fielding calls and coordinating visitors
  • Booking meetings, appointments and travel arrangements
  • Collating expenses
  • Email and calendar management
  • Preparing presentations and documentation
  • Preparing and distributing agendas and papers for meetings
  • Accurate minute taking in management meetings 
  • Assisting with compliance reports 
  • Accurate audio and digital typing
  • Maintaining filing systems
  • Plus more 

The ideal candidate will possess:

  • Previous PA experience within a Wealth Management, Investment Banking or Financial Services environment
  • Impeccable written and verbal communication skills – ability to communicate effectively at all levels
  • Fast, accurate audio and copy typing
  • Demonstrable ability to build and maintain business relationships 
  • Highly organised, methodical and meticulous nature with the ability to multi-task and prioritise 
  • Ability to multi-task, prioritise and work to deadlines
  • PC literate – MS Excel, Outlook, Word and PowerPoint
  • Flexible, professional, personable and proactive


If this PA is what you’re looking for, please submit your CV ASAP quoting ‘AE- City PA’ 

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Alyson Emmerson

Alyson Emmerson

Alyson is an experienced Recruiter with a passion for working with growing organisations; she is a dedicated networker who relishes meeting new professionals. Alyson thrives when she has a thorough knowledge of a client’s business and prides herself on her ability to identify calibre applicants and match candidates to a client’s culture.