Personal Assistant - Financial Services
Job description
Intro: the opportunity
EY is the only major professional services firm with a dedicated financial services practice (EY FSO) integrated in the EMEIA region. An international team of over 16.000 professionals is working across borders for our clients in the financial sector: Banking, Insurance, Payment Institutions and Wealth & Asset Management, in all service lines: Consulting, Tax, Transactions and Assurance. As we consider our people as the heart of EY, we hire and develop the most passionate people in their field to build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.
Key responsibilities
As a Personal Assistant, you combine finance support responsibilities with administrative tasks. You act as a right hand to one of our partners in the consultancy division of EY FSO Belgium where you provide day to day support. This role includes the following tasks:
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Create and update clients and contacts
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Draft contracts/client proposals using existing EY templates
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Support with submitting timesheets and expense notes
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Support and follow-up of projects from A to Z
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Insert data in internal CRM tool and adjust as needed
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Follow-up on contracts and other official documents
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Monitor clients hours and expenses
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Assist with preparation of invoices and follow-up of collection
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Managing agenda, email, calls, meetings and business trips
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Act as a back-up to other management assistants in the team
Skills and keys to success
The skills and experience we are looking for:
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Degree in a relevant field or equivalent by experience
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Experience (3 – 10 years) in a similar support role (finance assistant, executive assistant, management assistant, personal assistant, team assistant, office manager)
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Knowledge of finances to assist with timesheets and capacity planning
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Fluency in Dutch or French, and solid level of business English
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Excellent knowledge of the MS Office package (Word, Excel, PowerPoint, Outlook)
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Communicative and proactive attitude with a hands-on mentality
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Experience in a professional services firm, in a law office or in the financial services industry is a major differentiator
What working at EY offers
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You will be part of the EY family where everyone is willing to offer support and senior management is very accessible
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You will join a dynamic and growing team with a great mix of young and experienced professionals focusing on financial services
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You will get extensive trainings, both on technical matters, as well as on soft skills and project management, and have access to new technologies and innovative equipment
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We are proud of our flexible working arrangements, and we will support you to build a successful career and deliver excellent client service, without sacrificing your personal priorities