Role Description

Provide executive support to Head of UKMEA. The individual will work both independently for the executive(s); as well as part of the Support Services Team.

Organisational Design

This role will sit within the Support Services team.

Team Responsibilities

The Support Services team is responsible for supporting the business, providing a quality service to both internal and external clients.

Specific Role Responsibilities

Day to day EA management;

Providing technical expertise;

Be responsible for the executives’ diaries, undertaking extensive diary management.

Become familiar with the executives’ workload in order to assist efficiently.

Familiarise yourself with executives’ internal/external clients & direct reports; be available to support the executives teams as required.

Organise key documents and files.

Attend executives’ staff meetings as required – publish agendas, action items/minutes.

Monitor post event/ meeting objectives and actions and provide updates to the executives.

Pro-active follow up to ensure tasks have been executed as previously agreed and planned.

Screen and organise emails, including response to emails where required.

Manage travel for executives.

Reconciliation of the executives’ monthly corporate credit card statements.

Processing personal expenses for the executives, which may include personal expenses for Non-Executive Directors; Provide ad-hoc personal assistance.

Assist with on-site Board/ Executive meeting preparation and provide on-site support when required.

Within the support services team it is required that the individual provides cover for allocated buddy on sickness/ holidays.

Undertake any other projects/ tasks as may be reasonably required to facilitate the smooth operation of the company.

This role is not in scope for activities which have a direct or indirect impact on CASS processing which takes place within FNZ for FNZ and/or FNZ’s clients. There is a requirement to remain up to date with CASS developments and changes as communicated with FNZ.

Experience required

Previous experience of working in a software development/FS environment would be an advantage.

Minimum of 3 years’ experience in a EA role

Motivated to exceed expectations, and ability to represent company image & values.

Proactive

Eye for detail and perfectionists view of service standards

Able to manage people and service providers

Good problem solver - logical and reactive in response to unexpected queries/circumstances

Must demonstrate flexibility to get involved in tasks at all levels

Must demonstrate flexibility and adaptability to juggle a range of different tasks and work extra hours to meet deadlines as required

Relationship building skills essential for staff, customers, service providers

A good working knowledge of Word, Excel and PowerPoint is required

Confident, and able to take initiative given client and delivery-focused environment

Independent, self- directing and delivery focused working style

Good team communication skills, confident in dealing with internal and external clients

An understanding of confidentiality issues and the use of discretion

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About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.