Executive Assistant

Ascot Lloyd; City of Westminster; On-site; GBP 35,000 - 55,000; Full time

Job summary

A national financial services firm is seeking an Executive Assistant to provide critical support to the Managing Director and Chief People Officer. This role requires a proactive individual with at least five years of experience in a similar position, strong Microsoft Office skills, and the ability to thrive in a fast-paced environment. The successful candidate will play a key role in managing communications and coordinating executive activities.

Qualifications

• Five years’ prior experience supporting a Senior Executive, preferably in finance.
• Exceptional computer skills and keen attention to detail.
• Ability to prioritize and make sound decisions effectively.

Responsibilities

• Provide administrative support to Managing Director and Chief People Officer.
• Manage calendars and schedule appointments and meetings.
• Act as liaison between Executive Team and other departments.

Skills

Microsoft Office Suite (Outlook, Word, PowerPoint, Excel)

Excellent writing, editing, and proofreading

Organization and time-management

Detail-oriented

Sound judgment

Team player

Comfortable with high-level executives

Resourcefulness

Ability to thrive in fast-paced environment

Job description

A great opportunity to join a supportive and progressive team, providing invaluable executive support in a growing national business. We’re all about putting people first—whether it’s our clients or our colleagues—and we live our values: Client First, Clarity, Expertise, Collaboration.

Purpose of Role

The Executive Assistant provides administrative and operational support to the Managing Director of Ascot Lloyd Investment Management and Chief People Officer, fulfilling tasks and responsibilities associated with the wider executive support team.

Key Responsibilities

• Work directly with the MD and CPO to support aspects of their daily work routine, including external board directorships and assisting members of their respective teams as required.
• Maintain calendars, schedule meetings, appointments, speaking engagements, and travel arrangements. Exercise discretion in committing time and evaluating needs.
• Serve as a liaison between the Executive Team and the wider Investment Management and HR Teams, including screening phone calls, greeting visitors, and resolving inquiries with tact and diplomacy.
• Coordinate activities of the Investment Management and HR Teams.
• Complete special projects such as creating PowerPoint presentations, financial spreadsheets, reports, and agenda material.
• Assist in developing presentations and Board papers for internal and external audiences.
• Support PMO activities, including project planning, intake, prioritization, initiation, execution, and training, fostering collaboration among end‑users and key stakeholders.
• Coordinate UK business travel within Ascot Lloyd offices.
• Schedule departmental meetings and prepare/distribute meeting agendas and materials.
• Attend meetings, take notes, and draft minutes and summaries.
• Act as primary contact between the London Office and internal and external teams.
• Determine priority of matters, redirecting to staff or handling personally as appropriate.
• Keep the EA to CEO advised of time‑sensitive and priority issues, ensuring appropriate follow‑up.
• Perform routine support duties such as sorting and triage mail, maintaining e‑mail and address directories, and preparation of letters for signature.
• Prepare, reconcile, and submit expense reports.
• Maintain paper and electronic filing systems while safeguarding confidential and sensitive information.

Experience / Skills Required

• Five years’ prior experience supporting a Senior Executive, preferably within a financial institution.
• Excellent computer skills, including Microsoft Office Suite (Outlook, Word, PowerPoint, Excel).Exceptional writing, editing, and proofreading skills.
• Excellent organization and time‑management skills.
• A detail‑oriented self‑starter with prior experience in the financial service/wealth management industry.
• Sound judgment with the ability to prioritize and make decisions.
• Energetic and eager to tackle new projects and ideas.
• Comfortable interacting with high‑level executives.
• A team player capable of cultivating productive working relationships across the firm.
• Resourceful with a can‑do attitude.
• Thrives in a fast‑paced environment.

SM&CR Responsibilities

As an FCA regulated company, Ascot Lloyd is required to adhere to the Senior Managers and Certification Regime (SM&CR), developing a culture where employees take personal responsibility for their own actions.

Individual Conduct Rules

• You must act with integrity.
• You must act with due care, skill and diligence.
• You must be open and co‑operative with the FCA, PRA and other regulators.
• You must pay due regard to the interests of customers and treat them fairly.
• You must observe proper standards of market conduct.
• You must act to deliver good outcomes for clients.