Executive / Team Assistant – Financial Services

Caravel; England; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A fast-growing finance firm in London is looking for an Executive / Team Assistant. This role involves providing high-level support to the UK team while managing various administrative tasks. Responsibilities include scheduling meetings, organizing travel, and supporting events. Ideal candidates should have at least 2 years of experience in a similar environment, possess strong communication skills, and thrive in dynamic settings. Monday to Thursday will be office-based, with Fridays working from home.

Qualifications

• Minimum 2 years’ experience as an Executive Assistant within financial services or professional services.
• Proven ability to manage diaries and scheduling across multiple time zones.
• Experience supporting internal and external events and travel arrangements.

Responsibilities

• Manage diaries and schedule meetings across multiple time zones.
• Welcome and support guests.
• Organize in-person and virtual meetings.
• Take notes and circulate minutes during meetings.
• Support internal and external events.
• Arrange travel and manage expenses.
• Provide operational support to transaction and asset management.

Skills

Verbal communication

Written communication

Computer skills

Organizational skills

Attention to detail

Initiative

Job description

Executive / Team Assistant – Financial Services

Caravel are working with a fast-growing real estate debt investment firm in London to hire an Executive / Team Assistant. This is a dynamic role providing high-level support to the UK team, combining traditional executive assistant duties with operational and administrative support.

The Role

Joining a small but growing London office of a US finance firm, you’ll be a key member of the team, supporting senior colleagues in a busy and collaborative environment. Responsibilities include:

• Managing diaries and scheduling meetings across multiple time zones
• Welcoming and supporting guests
• Organising in-person and virtual meetings
• Attending meetings, taking notes, circulating minutes, and tracking action points
• Supporting internal and external events
• Arranging national and international travel
• Providing operational support to transactional and asset management teams (10–15% of workload)
• Processing expenses and preparing materials for meetings
• Assisting with ad hoc tasks and office management

Candidate Requirements

• Minimum 2 years’ experience as an Executive Assistant, within financial services, private equity, or a similar fast‑paced environment professional services business.
• Excellent verbal and written communication skills
• Strong computer skills (intermediate/advanced)
• Energetic, friendly, and approachable
• Highly organised with excellent attention to detail
• Proactive, takes ownership of tasks, and shows initiative
• Thrives in a busy, dynamic role

This is an exciting opportunity to join a growing team within a global investment platform and work closely with senior colleagues on both administrative and operational matters.

Monday-Thursday is office based with Fridays working from home.