EA, Financial Services

Aldrich & Co.; West End; Hybrid; CAD 111,000; Full time

Job summary

A boutique financial firm in Nova Scotia is seeking an experienced Executive Assistant. This role demands exceptional organisational skills, attention to detail, and the ability to thrive in a fast-paced environment. You will support the partner, manage client relationships, and oversee event logistics. The ideal candidate will demonstrate strong customer service skills and proficiency in CRM tools. A second language is considered a bonus. Benefits included.

Benefits

+ benefits

Qualifications

• Must have a 'can do' attitude.
• Highly organised and process-driven.
• Exceptional attention to detail and accuracy.

Responsibilities

• Acting as right hand to the team.
• Maintaining client and advisor contact information.
• Arranging end-to-end client events including conferences.

Skills

Organisational skills

Customer service

Attention to detail

Communication skills

Ability to work independently

Fast-paced environment adaptability

Tools

Microsoft VC

CRM (Pipedrive or Salesforce)

Adobe InDesign

Job description

Salary: £60,000

Are you an experienced EA who loves a fast-paced dynamic firm?

Are you looking for something a bit special, with more involvement, wider responsibilities and to be at the heart of the business?

Are you a perfectionist with a quick mind and a brilliant organiser with great attention to detail? Whether it’s an event, high profile talks, presentations, client pitches you will be running the show.

This boutique financial firm is based in SW1, in gorgeous offices and you’ll work with a collaborative team, mainly supporting the Partner. Ideally, you’ll have experience in financial services, but more importantly – the expertise to act as a total right hand.

This role is to work for a boutique financial firm located in stunning offices close to Green Park.

If you have languages, that will be a great bonus!

What you’ll be doing day to day:

• Acting as right hand to the team
• Maintaining contact information on prospective and existing clients and advisors
• Gathering data from multiple sources
• Producing detailed presentations and marketing material
• Arranging end to end client and industry events including conferences
• Arranging roadshow logistics
• Managing travel arrangements, agendas, expenses
• Creating marketing material
• Producing correspondence, recording it in the CRM
• Providing admin support to the team

The skills you need to bring:

• Must have a “can do” attitude
• Highly organised and process-driven
• Exceptional customer service skills and ability to build rapport
• Exceptional attention to detail and accuracy
• Excellent communication skills
• To work independently
• Ability to work in a fast-paced environment – be “unflappable”
• Ability to work to tight deadlines and use initiative
• In office hours 9.30 – 6.30 Monday – Friday occasional work from home 1 day a week
• Advanced Microsoft VC, CRM including Pipedrive or Salesforce, Adobe InDesign
• 2nd language helpful

• + benefits