Admin Assistant

A flexible, organised and experienced individual is required to work in a demanding financial environment. The successful candidate will be assertive, articulate and be able to converse with internal and external clients at all levels. This positions involves dealing with work of a confidential nature, therefore the successful applicant will be discrete with a positive attitude and the ability to work on their own initiative.

Daily support and team coordinating duties, to Regional MD of  Sales and the London team: 

• Comprehensive diary management and planning, including travel arrangements and visa applications
• Maintaining staff leave and absence records for team, HR and payroll purposes
• Preparing and submitting detailed expense claims (Concur)
• Raising purchase orders and processing invoices for payment (P2P)
• Creating, maintaining and updating client and opportunity records (Salesforce)
• Liaising with other departments, external clients and suppliers globally; to arrange meetings, video conferences, conference calls, training sessions and team events, together with any associated requirements (catering, security access, meeting rooms and specialist equipment)
• Preparing and facilitating official signatures of client Engagement Letters, ensuring compliance with all corporate procedures and record keeping requirements (RDR/Ratings Gateway)
• Regularly updating and circulating Ratings Advisory contact/mailing list to Marketing team
• Generating and formulating detailed reports on a weekly, biweekly, monthly and ad hoc basis
• Supervising user access and regularly updating documents/information on the global CBM SharePoint site (ICE)
• Supporting team members with projects, research, telephone calls, emails, general administration, presentations, correspondence, stationery requirements, subscriptions, event attendance and any issues arising with IT, corporate credit cards, mobile phones/hand held devices and office equipment
• Assisting clients, new business team and product support team with enquiries and directing to appropriate Sales contact for timely response
• Identifying needs from other departments/teams/offices and creating the necessary reports, organisational charts, contacts lists, distribution lists and calendar systems to improve communication and information flow
• Key point of contact for all remote team members seeking advice, information and assistance
• Any other duties as may be deemed necessary to support the activities of the group