Executive Assistant

We have an excellent opportunity for an Executive Assistant to join our client in the financial sector. This is a key role supporting the wider management team, helping keep things running smoothly and allowing leadership to focus on growth and client service. The ideal candidate will be highly organised, detail-oriented, and confident managing multiple priorities in a fast‑paced environment.

Key Responsibilities

Executive Support

• Manage diaries, schedule meetings, and coordinate appointments across internal and external stakeholders
• Prepare agendas, take minutes, and follow up on action items from leadership meetings
• Handle confidential correspondence and documentation with discretion

Operational Coordination

• Liaise with internal departments to ensure timely delivery of reports, updates, and project milestones
• Support Directors with client onboarding, compliance documentation, and CRM updates
• Assist with preparation of presentations, reports, and proposals

Administrative Excellence

• Organise travel arrangements, accommodation, and itineraries
• Maintain filing systems (digital and physical) and ensure document accuracy
• Monitor inboxes and respond to routine queries on behalf of Directors

Project & Event Support

• Assist in planning company events, training sessions, and team offsites
• Track progress on strategic initiatives and provide status updates
• Support recruitment and onboarding processes for senior hires

Event Coordination

• Support with planning and executing internal and external events, including sourcing and liaising with venues, obtaining and comparing quotes, coordinating bookings and payments, and managing event logistics.
• This includes drafting invitations, managing guest lists, preparing event schedules, and overseeing catering and hospitality, including Charity Engagement, Award Support and Management Team Assistance.

Requirements

• Proven experience as a PA, EA, or similar role supporting senior leadership
• Excellent written and verbal communication skills
• Strong organisational and time-management abilities
• Proficiency in Microsoft Office Suite and CRM systems
• Proactive and solution-oriented mindset
• Calm under pressure and adaptable to changing priorities
• High level of discretion and professionalism
• Familiarity with compliance processes and FCA guidelines (Desirable)
• Project coordination or event planning experience (Desirable)
• Experiencing handling social media platforms (Desirable)

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