2-GCTEA/MK

Executive Assistant – Client Team

Private Equity/Sustainability

Permanent

Salary £70K - £80K depending on experience, plus discretionary bonus

Hybrid – 2 days WFH

West End

The Client:

A unique Private Equity firm that focuses on sustainable investing are looking for an Executive Assistant to join their highly skilled and collaborative Client Team.

The Executive Assistant Role:

This Executive Assistant role sits in the Client Team and you will provide executive level support to the Co-Head of the Client Team, and a small wider team of investment professionals.

Responsibilities include:

• Travel booking – coordinate all aspects of global travel, itinerary planning and booking for all team members
• Effective diary management of the team who have international commitments
• Calendar management – planning/scheduling meetings and travel time /screening for conflicts and arranging associated logistics
• Management of the team’s expense receipts and entering expenses into the Web expenses online expenses system
• Meeting and event management – effectively planning and efficiently executing meetings, client convenings, internal and external events etc.
• General admin tasks – filing/photocopying/scanning/binding documents
• Execution of meeting minutes for external client meetings as well as internal team meetings
• Updating standard marketing materials on a regular basis, primarily as it relates to the firm's listed equity strategies and coordinating as needed with colleagues
• Effective Outlook and Salesforce contact database management for the team
• Tracking admin data e.g. attendance, business travel, regulatory information (external meetings, training courses, etc.), and contact data
• Production of presentation materials – requiring excellent Microsoft Office skills to create and adapt presentation materials, including PowerPoint
• Preparing client briefing notes for meetings ahead of time
• Assisting with ad-hoc projects.

The successful Executive Assistant will have:

• A minimum of 5 years’ experience within financial services. Previous experience of supporting a client / investor relations teams would be beneficial
• Excellent organisational skills and an ability to prioritise effectively
• Strong communication skills, both written and verbal
• Flexible approach to supporting the wider corporate services and reception team
• Be extremely organized and capable of managing multiple tasks and prioritizing effectively
• Have strong proficiency in Microsoft Office & ideally knowledge of Salesforce
• Be able to adapt their working style to who they are supporting.

Additional Information:

• Salary £70K - £80K (dependent on experience) plus discretionary bonus
• Core hours are 8:30am-5:30/6.00pm with flexibility to work outside when required
• Hybrid working – 2 days WFH (Monday and Fridays WFH)
• Excellent Non-contributory pension scheme
• Income protection insurance
• Critical illness insurance
• Private medical and dental cover
• Life insurance
• Subsidised gym membership
• 26 days holiday

If this sounds like the Executive Assistant role for you, please apply today!