Executive Assistant

Are you seeking an opportunity to leverage your exceptional administrative skills in a dynamic and fast-paced environment within the financial services industry? Our client, a prominent player in the financial sector, is currently seeking a talented Executive Assistant to join their team. This is an exciting opportunity to support high-level executives and contribute to the success of a leading financial services firm.

• Email and Diary Management:
  Efficiently organise and prioritise the MD’s emails. Schedule appointments, meetings, and engagements, optimising the MD’s time.
• Client Coordination:
  Serve as the initial point of contact for clients. Schedule and confirm meetings, ensuring all necessary materials are prepared in advance.
• Technology and CRM Management:
  Leverage technology to streamline operations, with a particular focus on maintaining the MD’s Hub Spot CRM. Ensure accurate recording and updating of client information.
• Meeting Preparation:
  Facilitate the preparation of meeting agendas, presentations, and documents. Attend meetings as required, taking minutes and tracking action items.
• Travel Arrangements:
  Plan and book all aspects of travel, including flights, accommodations, and itineraries, ensuring a seamless travel experience for the MD.
• Confidentiality:
  Maintain strict confidentiality regarding all sensitive company information and operations.

• Experience:
  
  At least 3 years of proven experience in an executive assistant role, ideally within the insurance or financial services sector.
• Organisational
  
  Skills:
  
  Exceptional time management and the ability to manage multiple tasks and priorities simultaneously.
• Communication
  
  Skills:
  
  Excellent verbal and written communication skills, with the ability to interact professionally with internal and external stakeholders.
• Discretion:
  High level of professionalism and discretion in handling confidential information.
• Proactivity:
  Ability to anticipate the needs of the MD and act accordingly with minimal direction.

• Strong attention to detail and accuracy.
• Proactive problem-solving skills.
• Adaptable and resilient, with the ability to work under pressure.
• A positive attitude and the ability to work as part of a team.

• Office-based position with standard working hours; however, flexibility is required to accommodate the MD’s schedule, including outside of regular business hours.
• Occasional travel may be required for meetings or events.

• Directly reports to the Managing Director.