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Morrinson Wealth is committed to operating in line with the principles of a responsible business for its clients, people and relationships with the wider industry partners. We are delighted to be accredited by the Good Business Charter demonstrating the 10 areas of responsible business for a fairer, ethical and positive culture.

The purpose at Morrinson Wealth is to ensure people are empowered to realise their aspirations, and to foster a collaborative and inclusive culture. We aim to be an equal opportunities employer and we are determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.

OVERALL JOB PURPOSE

The EA will work directly with the CEO / Managing Partner of the business – liaising directly with stakeholders across the business, managing diary commitments, organising events, and supporting with the overall delivery of the CEO’s priorities. This role is critical to the CEO and the wider Senior Leadership team and integral to ensuring all combined responsibilities are fulfilled to an excellent standard. They will be the first point of contact for queries across the business to ensure information is directed to the relevant teams.

PRINCIPAL DUTIES

• Diary management – internal/external meetings, re-scheduling, room bookings, etc.
• Email management - filing/flagging and forwarding to relevant stakeholder where relevant, responding to standard queries proactively
• Preparation for key meetings and workshops including Management Team regular meetings and other stakeholder meetings
• Allocating tasks post meeting, communicating minutes / meeting notes and ensuring relevant team actions within deadline
• Transcribing meeting notes and drafting follow-up communications
• Liaising with other support teams regarding the CEO’s client priorities
• Drafting speech points for the CEO for key business meetings
• Coordinating business-wide events including business updates and socials
• Providing oversight of the PA community and embedding best practice across the group
• Supporting with the onboarding of new joiners – including access, IT set up, organising introductory meetings
• Managing office space and access, including communicating key messages across the practice
• Ordering/replenishing of stationery for the practice
• Liaising with relevant stakeholders on facilities management (e.g. access, fruit order, etc.)

PERSON SPECIFICATION

• Experience working with Executives or senior Directors
• Experience of working within financial services
• Good GCSE or A-Level results and proficient at all IT packages
• Strong numerical and written communication skills
• Excellent organisational and administration skills, managing multiple senior stakeholder diary and report requirements
• Ability to proactively use initiative to problem solve and anticipate next steps
• Demonstrable experience of building rapport and interacting with clients effectively
  A driven individual with a focus on client service and leading a high-performance culture
• Adaptable to change management plans and advocate to business initiatives
• Confidence and ability to influence senior stakeholders
• Ability to work autonomously in a fast paced organisation as well as follow direction managers
• IT technically proficient including Office 365
• Committed to advocating and encouraging an inclusive and diverse team culture
• Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture

OFFICE LOCATION

We are working on a hybrid model of office/home working.

BENEFIT PACKAGE

• A salary of £36,000.00 - £48,000.00 depending on experience
• Discretionary Bonus of up to 10%
  
• 25 days holidays (excluding Bank Holidays)
• 1 Additional Day of paid leave for your Birthday
• Life Assurance (4 times basic salary)
• Healthcare Cash Plan
  
• Financial assistance for study leave and qualifications
• Volunteering day
  
• Quarterly socials

CORE VALUES

At Morrinson Wealth we strive to encourage an environment that embodies our core values in all interactions we have with our colleagues and clients. By creating a culture of respect, trust and mutual appreciation we feel proud to be able to enjoy working with welcoming, friendly and collaborative teams.