Executive Assistant and Office Manager

Impactable Investment Group; England; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A financial services organization located in Guildford is seeking an experienced Executive Assistant & Office Manager. The role involves providing high-level executive support to the CEO and managing day-to-day office operations, including scheduling, event organization, and administration. Candidates should have at least 5 years of experience in similar roles, strong organizational skills, and be proficient in Microsoft Office. Competitive salary and hybrid working conditions are offered.

Benefits

Competitive salary and benefits

Hybrid working

Flexible working hours

Supportive environment

Qualifications

• Minimum 5 years as an EA, with office management experience, ideally including Financial Services.
• Able to work independently with minimal supervision.

Responsibilities

• Proactive diary management, scheduling, and travel coordination.
• Oversee office policies and manage vendor relationships.
• Handle incoming client inquiries and maintain CRM data.
• Track office budgets and assist with bookkeeping.

Skills

Exceptional organisational abilities

Time management

Problem-solving

Strong interpersonal skills

Proficiency in Microsoft Office Suite

Tools

HubSpot

Job description

Executive Assistant & Office Manager

Location: Guildford, Surrey (Hybrid – min. 2 days in office)

Industry: Financial Services

Employment Type: Full-time

About Impactable Investment Group

At Impactable Investment Group, we believe investment can achieve more than financial returns — it can help change the world. We partner with asset owners and institutional investors to curate impactful investment portfolios that deliver strong performance while generating measurable positive environmental and social outcomes.

We’re building a more sustainable, socially-conscious financial future -- and we’d love you to be part of it.

Why Join Us?

• Make an impact: Play a key role in a mission-driven business that’s shaping the future of finance.
• Variety and challenge: Thrive in a fast-paced environment where no two days are the same.
• Collaborative culture: Join a supportive, close-knit team that values initiative, positivity, and collaboration.

The Role

We are seeking a highly organised and proactive Executive Assistant & Office Manager to join our growing Guildford team. This dual role offers the opportunity to work closely with the CEO, providing high-level executive support, while ensuring the smooth day-to-day running of our office operations.

Key Responsibilities

Executive Assistant to the CEO

• Proactive diary management, scheduling, and travel co-ordination.
• Organise roadshows, events, and client meetings.
• Prepare documents, presentations, and briefing materials.

Office Management & Operations

• Oversee office policies, procedures, and supplies.
• Manage relationships with service providers and vendors.
• Maintain electronic filing systems and ensure operational efficiency.

Administration & Client Support

• Handle incoming client enquiries and maintain CRM data (HubSpot).
• Manage contracts, invoices, and general administrative tasks.
• Support preparation and printing of presentations and proposals.

Finance & HR Administration

• Track office budgets, expenses, and assist with bookkeeping and reconciliations.
• Coordinate recruitment logistics and onboarding of new starters.
• Manage HR records, including holiday/absence tracking, pensions, training, and events.
• Administer sponsor licences and visa applications.

About You

• Experience: Minimum 5 years as an EA, with office management experience - ideally including Financial Services.
• Skills: Exceptional organisational, time management, and problem-solving abilities.
• Mindset: Positive, proactive, and able to work independently with minimal supervision.
• Communication: Strong interpersonal skills to liaise confidently with stakeholders at all levels.
• Tech: Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Location: Within commuting distance of Guildford, Surrey.

What We Offer

• Competitive salary and benefits.
• Hybrid working (minimum two days in the Guildford office).
• Flexible working hours (core hours generally 9–5).
• A supportive environment where your work makes a tangible difference.

How to Apply

Send your up-to-date CV to [e-mail]