Executive Assistant

JR United Kingdom; Belfast; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading investment bank in Belfast is seeking an Executive Assistant/Personal Assistant to provide vital administrative support within the Citi Research business. The role involves managing travel arrangements, assisting with data maintenance, and preparing presentations, all while ensuring confidentiality and effective communication. Candidates with a strong administrative background and proficiency in Microsoft Office are encouraged to apply.

Qualifications

• 5 years’ administrative experience, preferably in financial services.
• Proficient in Word, PowerPoint, and Excel.

Responsibilities

• Organize and manage detailed travel arrangements.
• Assist with data maintenance using Excel and Word.
• Prepare and maintain marketing presentations to a high standard.

Skills

Communication

Teamwork

Organizational Skills

Attention to Detail

Education

Administrative Experience

Tools

Excel

Word

PowerPoint

Job description

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Job Title: Executive Assistant/Personal Assistant

Job Location: Belfast(3 days in the office, 2 days from home)

Contract Length: 31/12/2025 - potential to extent

Job Purpose:

Overall responsibility is to provide administrative support to teams within the Citi Research business. The role presents the opportunity to work within a major investment bank in a leading research house that is developing distinct and thematic research.

Job Background/context:

Citi Research focuses on delivering the highest quality company, sector, economic and geographic insights to our clients globally. The unit includes equity and fixed income research, economic and market analysis and product-specific analysis to help individual and institutional clients navigate a complex global marketplace. Citi Research is committed to maintaining the highest level of independence and objectivity in its proprietary products and insights.

Key Responsibilities:

Administration

• Organise and manage extensive and detailed travel arrangements (flights, hotels, visas, cars and trains). Prepares and distributes schedules/agenda for travel.
• Timely processing of analysts’ expenses through Travel and Entertainment Expense system.
• Assist with data maintenance using Excel and Word.
• Ability to handle sensitive information.
• Ensure public appearance requests, both media and non-media, are submitted and approved by internal compliance in a timely manner.
• Any other tasks as requested.

Marketing

• Assist with the maintenance of CRM client distribution lists and uploading client contact information.
• Create marketing schedules in Citi Velocity (internal intranet).
• Co-ordinate meetings, conference calls and liaising with clients and Citi colleagues across regions to organise meeting schedules and set up event invites.
• Work with Corporate Access business partners on events and roadshows where required.

Research and Data Management

• Prepare and maintain marketing presentations to a high standard, using PowerPoint.
• Assist with the creation of template reports using in-house adapted Word templates.
• Assist with sourcing market and company information via the internet.
• Create charts and graphics (e.g. with Excel ChartWizard, PowerPoint) for inclusion in reports and presentations.
• Use DataCentral (in-house database) to extract data for inclusion in various research reports.
• Manipulate data across various applications e.g. Excel, Word, PowerPoint and in-house databases.
• Monitor reports through the Authoring process.
• Ensure all meetings, calls, events are logged in CRM and manage client distribution lists. In addition, update and maintain internal databases (e.g. CRM) comprising company/client contact information.

Knowledge/Experience:

• Ability to work to regular timetables under limited supervision.
• Duties highly confidential in nature requiring a great use of discretion.
• Excellent communication skills – must be a confident and effective communicator at all levels.
• Strong teamwork ethic.
• Possess a proactive attitude combined with an ability to take the initiative.
• Ability to pick up new tasks quickly.
• Accuracy and close attention to detail.
• Ability to remain calm and efficient.
• Ability to multi-task and re-prioritise tasks continually.
• Methodical approach and strong organizational capabilities.

Qualifications & Skills :

• Candidates will ideally have 5 years’ administrative experience, preferably within the financial services industry.
• Proficient in Word, PowerPoint, and Excel.
• A strong command of the English language (oral and written) is essential.

Candidates with a background in Financial Services and residence in Belfast are encouraged to apply.