Do you have 5+ years’ experience supporting a client-facing team in financial services, with exposure to organising events and roadshows?

Are you a strong communicator who can build relationships at all levels, with clients and internal teams?

Are you proactive, strategic and forward-thinking, able to think on your feet and multi-task?

And would you thrive being part of a dynamic client-facing team who travel globally and need a lynchpin Executive Assistant to keep them organised?

If you would enjoy working in a collaborative and high performing environment, we’d love to hear from you!

What you’ll be doing day to day:

• Liaising with external clients and internal teams for all meetings including complex and high-profile Roadshows
• Proactively setting up prep-meetings ahead of client meetings
• Gatekeeping – managing calendars and resolving scheduling conflicts
• Organising global travel and all logistics including visas & expense management
• Coordinating complex itineraries including materials preparation
• Working with client service analysts to prepare documents and presentation materials
• Entering, amending and keeping client data up to date in Salesforce CRM system
• Ensuring team members are aware of important deadlines
• Onboarding of new hires and transfers
• Working with technology and facilities to ensure systems and desk set up
• Scheduling all orientation meetings
• Working closely with other EAs, providing support to each other

The skills you need to bring:

• 5+ years’ EA experience within financial services
• Ability to work productively and collaborate with others
• Strong and confident communication skills
• Desire to be part of a successful, high-performing team
• Experience booking global travel
• Ability to work to deadlines
• Global mindset
• Positive, can-do attitude
• Advanced MS Office

Posted date: 6 May 2025