Overview
Provide primary support to the Head of Middle East & Africa. The role will
also have team/departmental responsibilities across EMEA Institutional
Distribution, to provide additional support as needed.
Responsibilities
Diary management
Manage expense claims
Production of letters, reports, memos and meeting notes with minute taking to
a high standard.
Development and/or updating of PowerPoint presentation materials which
includes assisting the Client Service Associate with updating Marketing
Materials
Supporting the Client Service Associate with the submission of RFPs, ensure
any issues are effectively resolved and processing of other reporting requests
Assisting the Client Service Associate with maintaining the CRM system to a
high standard
Timely updates to Sales Force following client meetings and ad-hoc as
required.
Telephone Management: Answer calls, take messages from contacts, customers
and consultants, filter/prioritise all calls and assist the caller where
possible.
Sort and prioritise daily correspondence, handling personally as and when
appropriate.
Interact with major customers and business partners; handle highly
confidential relationships and associated materials.
Proactive maintenance of filing system for documents, general correspondence,
reports and presentation papers and archiving records.
Collating management information/reports
Co-ordinating with the boutiques in planning roadshows and providing other
administrative support to senior staff travelling from the other geographies,
creating itineraries for overseas visitors.
Booking meeting rooms, restaurants, couriers and taxis.
Make travel arrangements through the Company travel provider and arrange
itineraries.
Organise customer entertainment and conferences including arranging suitable
venues and ensure the smooth running of the event on the day. This should
include where necessary, assistance with the development of the agenda based
on prior meeting notes and related correspondence
Sort through and prioritise mail, take responsibility for the post.
General assistance for the team as required
IT support
Liaising with internal departments (Marketing, Compliance)
Conduct research and provide database support regarding clients and prospects
.
Job Specific Competencies:
Flexible approach is essential, team player and proactive to team needs
Good communication skills and good telephone manner.
Excellent organisational skills and accurate record keeping skills essential.
Self-starter, proactive & polished
Investment industry experience is a distinct advantage
Capable of dealing directly with clients and meeting strict deadlines
Technical Skills, Knowledge, Systems Knowledge: (and associated skill
level)
Proven secretarial /PA experience
Proficient in Microsoft Office
Technical expertise using Pivotal would be advantageous
Minimum 50wpm typing (copy and audio)
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of
finance, expanding the financial markets while supporting investors throughout
the investment lifecycle. BNY Mellon can act as a single point of contact for
clients looking to create, trade, hold, manage, service, distribute or
restructure investments and safeguards nearly one-fifth of the world's
financial assets. BNY Mellon remains one of the safest, most trusted and
admired companies. Every day our employees make their mark by helping clients
better manage and service their financial assets around the world. Whether
providing financial services for institutions, corporations or individual
investors, clients count on the people of BNY Mellon across time zones and in
35 countries and more than 100 markets. It's the collective ambition,
innovative thinking and exceptionally focused client service paired with a
commitment to doing what is right that continues to set us apart. Make your
mark: bnymellon.com/careers.
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