Executive Assistant - Financial Services

Premier Jobs UK; City Of London; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A national IFA firm seeks an experienced Executive Assistant to support two senior stakeholders. Responsibilities include managing their demanding schedules and providing comprehensive meeting support. The ideal candidate will have proven experience in a fast-paced environment, preferably within the financial services sector. The role offers a salary of around £50,000, generous benefits, and a hybrid work model, requiring some travel to offices across the UK.

Benefits

Salary circa £50,000 plus discretionary bonus

28 days holiday plus bank holidays

Private medical insurance

Discretionary company bonus

Qualifications

• Experience producing board packs and minutes is a plus.
• Ability to handle busy schedules and prioritize effectively.

Responsibilities

• Manage and prioritize schedules and inboxes for 2 senior stakeholders.
• Plan and coordinate calendars, ensuring comprehensive support for meetings.
• Act as secretary for various forums and assist with expense reporting.

Skills

Proven experience as a Personal Assistant or Executive Assistant

Experience within financial services or investment sector

Strong attention to detail

Ability to complete tasks independently

Tools

Xero

Job description

Our client is seeking an experienced Executive Assistant to support 2 senior stakeholders of a national IFA firm.

We are seeking someone who enjoys being in a fast paced ever-evolving environment and is capable of making a positive impact to the business. Your focus as an Executive Assistant will be to ensure smooth daily operations by managing schedules, planning for upcoming meetings and providing oversight of key governance meetings for Senior Executives.

As such duties will include:

• Manage and prioritise the schedules and inboxes for 2 senior stakeholders
• Plan and co-ordinate demanding calendars, providing comprehensive support for meetings, travel and deadlines, taking into account other commitments
• Handle incoming communications and ensure messages are directed to appropriate parties
• Act as secretary for certain forums
• Assist your senior stakeholders with expense reporting via Xero

Executive Assistant Requirements

• You should have proven experience as a Personal Assistant or Executive Assistant within a fast paced, professional environment
• Individuals with experience within financial services, investment sector is desirable
• Experience producing board packs and minutes
• Strong attention to detail and high standards of accuracy
• Strong desire to complete tasks rather than constantly delegate

The Company

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

Executive Assistant Benefits

• Salary of circa £50,000 plus discretionary bonus and travel reimbursed
• Plus, company benefits of 28 days holiday plus bank holidays, group life assurance, group income protection, private medical insurance, healthcare cash plan, discretionary company bonus award opportunity
• Circa 1 3 days per week in their London office with remainder from home
• To note, this role will entail some travel to their offices / offsite meetings across the UK

Location

Remote based (with easy access to City of London) with some travel expected

Call us now on (phone number removed) or click Apply

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