Job description

  • Location:
  • Employee Type:
  • Department:
    Investment Management
  • Division:
  • Employment Type:
    Full time
  • Salary:

PA / Office Coordinator (3408)

The Glasgow Regional Head will be looking for a Personal Assistant to contribute towards the effective running of the Glasgow office through the continuity of support and provision of a high quality PA service and co-ordination all office matters, ensuring that daily demands and deadlines are met


The successful individual will need to have an excellent working knowledge of Microsoft Word, Power Point, Outlook and Excel, possess a flexible attitude to work in response to changing workloads and deadlines within the team as well as have the ability to learn new internal systems (Pulse and Coric). For this role, prior experience within a similar role is preferable


Primary responsibilities include, but are not limited to:

  • Extensive diary management
  • Hotel / travel arrangement with complex itineraries
  • Assist with CPD log throughout the year
  • Collate expense claims
  • Assist with inducement log throughout the year
  • RSVP on behalf of Director
  • Collate weekly office figures and distributing timely
  • Maintain weekly check of Director's Know Your Client (KYC) lists and update accordingly
  • Collate full office Performance Development Reviews for Director's
  • Prepare documentation for Director's internal meetings
  • Organise client meetings for Director using KYC as guidance
  • Email Circumstance Questionnaire to client when prompted.
  • Prepare monthly PowerPoint presentations for Front office and Management Committee meetings
  • Prepare power point presentation for annual staff meeting
  • Minutes and action log for Management committee meetings.
  • Collate action points from Front Office meeting and distribute accordingly


Do you possess excellent communication skills, both written and verbal? Would you describe yourself as an effective planner with strong prioritisation skills? Do you have the ability to take initiative in your work and work to deadlines in a calm, methodical and professional manner? If so, please apply to the role or reach out to Joelle Scheller in the Careers team

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4th Floor, 5 George Square, Glasgow, Scotland, G2 1DY

Meet the recruiter

Keeley Fitzsimmons

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance