Join a high-performing wealth management team and play a vital role in keeping the branch running smoothly. This is a fast-paced role where no two days are the same – perfect for someone who’s highly organised, proactive, and enjoys variety.
Executive Assistant
What you’ll do
- Manage complex diaries, meetings, and time zones
- Coordinate extensive domestic and international travel logistics
- Process expenses and manage approvals
- Liaise with clients, senior executives, and internal teams
- Organise internal and external events, including approvals, invites, and RSVPs
- Draft and send correspondence on behalf of senior leaders
- Provide broader EA team support and act as a resource for policies and procedures
- 5+ years’ EA/administrative experience, ideally in financial services
- Advanced MS Office skills (Outlook, Word, Excel, PowerPoint)
- Outstanding time management, organisation, and prioritisation skills
- Professional communication and strong attention to detail
What you’ll do
- Organise domestic and offshore roadshows (deal and non-deal), both in person and virtual/hybrid
- Manage results season logistics and corporate briefings
- Coordinate internal and client-facing events, industry expert sessions, and research analyst briefings
- Oversee domestic and global conference participation, including venue management, contracts, speakers, and corporate meetings
- Maintain and update corporate access calendars
- Liaise with global teams, clients, and senior stakeholders to ensure seamless event execution
- Background in corporate access, financial services events, or 5+ years as a PA/desk assistant in finance
- Excellent interpersonal skills and a high level of professionalism
- Strong attention to detail, problem-solving skills, and ability to prioritise in high-pressure environments
- Proactive, self-motivated, and able to work both autonomously and in a global team
- Proficiency in Microsoft Office (Excel, Word, PowerPoint)
- Experience with client tracking/event databases and virtual event platforms (desirable)
- Good understanding of global markets and working within large financial organisations
What you’ll do
- Provide administrative support to senior management, including diary and travel management
- Coordinate branch events, seminars, and client functions
- Manage branch communications, inboxes, and correspondence
- Maintain staff records, organisational charts, and attendance/leave registers
- Assist with onboarding and offboarding staff
- Liaise with internal teams and external providers to resolve issues
- Handle document management, compliance administration, and account maintenance
- Support client service and adviser teams with operational tasks
- Strong administrative experience, ideally in financial services or a fast-paced corporate environment
- Excellent communication skills and a professional phone manner
- Strong organisational skills and attention to detail
- Proactive and able to work independently with minimal supervision
- Proficient in Microsoft Office and comfortable with databases/systems