Financial Advisor, Series 7, 65 or 66
San Blas Securities
Job Level
Mid-LevelSenior
About the role
- Provide high quality secretarial and administrative support by running an efficient office focusing effort on achieving objectives
- Manage and prioritise Leaders' diaries (diary can constitute up to 80% of workload); connect regularly to build partnership and align on priorities
- Adapt and establish new ways of working; introduce collaboration applications and simplify processes using digital technology
- Maintain diplomacy, discretion and confidentiality when handling sensitive strategic, commercial and personnel matters
- Coordinate and manage every aspect of travel itineraries (including venue bookings), anticipating needs and ensuring cost effectiveness and compliance
- Prepare meeting papers with content owners at least 48 hours in advance; set processes for reading papers; create and edit agendas, slides, briefing papers in Word and PowerPoint
- Develop processes for email management/screening; respond to routine emails and delegate as appropriate
- Build and maintain internal and external stakeholder relationships; create PA support network and provide cover for EA roles
- Coordinate people calls/webcasts/events and engagement/visibility plans
- Develop and maintain knowledge of Office 365, Teams channels, OneNote and other BT digital applications
- Act as primary point of contact and gatekeeper for office and virtual office; screen and filter calls and visitors
- Ensure compliance with BT processes and policies and demonstrate financial awareness for business requests (POs, travel, A/L)
- Deliver special projects and ad hoc administration tasks: produce/edit Word or PowerPoint documents, solve simple IT problems, onboard new team members, attend meetings to take notes/actions and chase to close
Requirements
- Significant experience supporting senior leaders and operating within a large, complex FTSE 100 company or equivalent organisation
- Confidentiality: diplomacy and discretion in keeping sensitive strategic, commercial and personnel matters
- Time Management and Planning: strong skills in planning, organisation and time management, strong grasp of detail, working to deadlines
- Autonomy: self-starter, takes the initiative without being prompted and able to work with minimum of instruction, anticipating needs
- Emotional Intelligence: awareness of how and when to communicate to help improve relationships or outcomes
- Team Player: actively contributes to a supportive team environment, offering advice and guidance freely
- Relationship building: able to present a strong professional front, build strong relationships and develop wide networks internally and externally to get work done through others
- IT proficiency: highly proficient with Office 365 and digital apps with a good level of IT skills to produce and edit PowerPoint and Word documents; Able to set up and manage channels in Microsoft Teams and OneNote; Expert knowledge of internal BT systems
- Strong written and verbal communication skills across all levels of stakeholders
- High level of flexibility: to provide business support as and when required; may include travel to other UK sites
- Active Learner: committed to continuous learning to attain skills for the future
- Governance and compliance: knowledge of internal and external regulatory standards, legal requirements and principles
