EA, Financial Services

Aldrich & Co.; United Kingdom; Hybrid; GBP 51,000 - 60,000; Full time

Job summary

A boutique financial firm is seeking an experienced Executive Assistant to support the Partner and manage various responsibilities in a dynamic environment. The role includes organizing events, producing presentations, and maintaining client relationships. Candidates should have a strong attention to detail, excellent communication skills, and the ability to thrive in a fast-paced setting. Experience in financial services is preferred but not essential. This role also allows for occasional remote work.

Benefits

Competitive salary

In-office benefits

Qualifications

• Proven ability to act as a right hand to senior executives.
• Exceptional organisational skills and the ability to manage multiple tasks.
• Fluency in a second language is helpful.

Responsibilities

• Acting as the right hand to the team and the Partner.
• Managing client and industry events logistics.
• Producing detailed presentations and marketing materials.
• Maintaining contact information on clients and advisors.
• Providing administrative support to the team.

Skills

Organisational skills

Attention to detail

Customer service

Communication skills

Ability to work independently

Fast-paced adaptability

Initiative

Microsoft VC

CRM experience

Adobe InDesign

Tools

Pipedrive

Salesforce

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