Personal Assistant & Office Manager - LDC

TRAVEL & LOGISTICS

• End-to-end travel coordination (frequent UK travel incl. Scotland & London)
• Booking travel, hotels, restaurants, factoring in travel time for meetings and preparing full itineraries
• Monitoring cost and ensuring budget alignment

EVENTS & BUSINESS DEVELOPMENT SUPPORT

• Full ownership of regional events programme (Newcastle & Scotland) including:
  • Dinners, networking events, conferences, charity events & corporate hospitality
  • Venue sourcing, supplier management, guest list coordination and logistics
  • Working closely with investment team to ensure target/client engagement focus
  • Acting as informal “events lead” for both regions, including ideation and supplier engagement
  • Ensuring alignment of events with pipeline and origination activity
  • Table plans

OFFICE MANAGEMENT & OPERATIONS

• Acting as Office Manager for Newcastle and Scotland:
  • Acting as main point on reception and managing front of house i.e. Reception, visitors, meeting rooms, and office presentation
  • Supplier coordination and ordering of office supplies
  • Supporting onboarding of new team members and general team wellbeing

GEH (GIFTS, ENTERTAINMENT & HOSPITALITY) & COMPLIANCE

• Ownership of all GEH processes including:
  • Logging, approvals, and submission via compliance systems
  • Ensuring policy adherence and escalation for high-value items
  • Maintaining audit-ready records and supporting compliance queries
  • Managing approval thresholds, escalation and audit queries
  • Coordinating pre-approvals and follow-ups to ensure payments and approvals align with deadlines
  • Ensuring all mandatory training and HR requirements across the team are completed, monitored, and up to date

EXPENSES, INVOICES & BUDGET TRACKING

• Processing expenses, supplier invoices, and ensuring timely approvals
• Supporting regional budget tracking (including marketing/event spend)

SYSTEMS, CRM & DATA MANAGEMENT

• Maintaining CRM, contact databases and pipeline information, taking an active role in managing the regional pipeline by coordinating meetings with targets and advisors, tracking deal progress, and supporting the team in staying organised and on track against origination objectives
• Supporting best practice usage of internal systems

STAKEHOLDER & RELATIONSHIP MANAGEMENT

• Building strong relationships internally and externally with stakeholders
• Acting as key point of contact for advisors, vendors, portfolio companies and media contacts
• Representing the team/business professionally at all times

Key Skills and Experience

• Strong organisational and prioritisation skills
• Advanced Microsoft Office skills
• High attention to detail and accuracy
• Experience supporting senior stakeholders in a fast-paced environment
• Ability to manage multiple workstreams simultaneously
• Some understanding of financial services

Key Attributes

• Proactive, forward-thinking and highly organised
• Strong communication and relationship-building skills
• Professional, flexible and adaptable approach
• High levels of integrity and discretion
• Team player with a collaborative mindset
• Comfortable working across multiple locations and stakeholders

Additional Information

We are an equal opportunity employer and deeply value diversity within our organisation.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.