Executive Assistant

We are currently recruiting for an Executive Assistant to support the CEO and CFO of our FTSE-250 listed Group and the CEO of our Transact Platform. Your responsibilities are as below, but as this is a new role, you will have the opportunity to shape and guide the role and grow it further as required.

The Role

You will provide administrative and organisational support to the Executives.

Responsibilities will include:

• Calendar management, prioritising enquiries and requests, troubleshooting conflicts and making judgements and recommendations to ensure smooth day to day engagement.
• A broad variety of administrative tasks to facilitate the effective leadership of the organisation, including but not limited to:

• Assisting with projects.
• Drafting documents, reports and presentations.
• Collecting and preparing information for meetings with both internal and external stakeholders.
• Co-ordination and preparation for Executive Committee meetings, tracking actions and minute taking as required.
• Inbox management, managing emails and keeping track of outstanding tasks as required
• Organising travel and accommodation for events.
• Expenses preparation.

The successful candidate will be an experienced Executive Assistant, used to working at an Executive level, with excellent communication and stakeholder management skills. You should be used to managing a wide range of conflicting priorities, whilst being pro-active and hands on. You should be practical, with a common sense approach, capable of anticipating needs and requirements in advance of meetings and determining priorities for meetings and calendar management. Previous Financial Services experience and an understanding of working in a regulated environment is essential, as are excellent IT skills. Any previous experience of working in a Listed Company would also be of benefit. 

We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.

The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home. 

About Us

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £54.0 billion of funds under direction (as at March 2023) on behalf of over 7,500 advisers and 228,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.

Equal Opportunities

We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.