Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage calendars, organise global travel, and coordinate meetings for a dynamic client-facing team.
- Company: Join a leading investment firm in the heart of the West End, known for its collaborative culture.
- Benefits: Enjoy a competitive salary, bonuses, and benefits, with a flexible 4-day work week.
- Why this job: Be the essential support in a high-performing team, making a real impact on client relationships.
- Qualifications: 5+ years EA experience in financial services, strong communication skills, and a proactive mindset required.
- Other info: Opportunity to participate in focus groups and collaborate with other EAs for mutual support.
The predicted salary is between 60000 - 65000 £ per year.
EA – Client Marketing, Investment firm (West End, 4 days in)
£60,000 – £65,000 + bonus + benefits
Ref: 927652
Do you have 5+ years’ experience supporting a client-facing team in financial services, with experience organising global travel?
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 extensively 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:
- Extensive calendar management using judgement and initiative to prioritise
- Liaising with external clients and internal teams for complex and high-profile meetings
- 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
- Producing correspondence, reports, and presentations, checking grammar, punctuation and spelling
- Ensuring team members are aware of important deadlines
- Organising team and department meetings and events
- Keeping up to date with internal admin policies, practices and guidelines
- Participating in focus groups when required
- 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
#J-18808-Ljbffr
EA – Client Marketing, Investment firm employer: Aldrich & Company Limited
Contact Detail:
Aldrich & Company Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land EA – Client Marketing, Investment firm
✨Tip Number 1
Network within the financial services sector. Attend industry events or webinars where you can meet professionals who might be connected to the investment firm. Building relationships can often lead to insider information about job openings.
✨Tip Number 2
Familiarise yourself with the specific tools and software commonly used in client marketing and executive assistance roles. Being well-versed in advanced MS Office, especially Excel and PowerPoint, can set you apart from other candidates.
✨Tip Number 3
Demonstrate your organisational skills by preparing a mock calendar management plan. Show how you would prioritise tasks and manage complex schedules, as this will highlight your proactive approach during interviews.
✨Tip Number 4
Research the investment firm's recent projects and client engagements. Being knowledgeable about their work will allow you to engage in meaningful conversations during interviews and show your genuine interest in the role.
We think you need these skills to ace EA – Client Marketing, Investment firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 5+ years of EA experience in financial services. Emphasise your skills in calendar management, travel organisation, and communication, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, showcase your proactive and strategic mindset. Provide examples of how you've successfully supported client-facing teams and managed complex schedules, demonstrating your ability to thrive in a dynamic environment.
Highlight Relevant Skills: Clearly list your advanced MS Office skills and any experience with global travel logistics. Mention your ability to work under pressure and meet deadlines, as these are key attributes the firm is looking for.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no grammatical errors or typos, as attention to detail is essential for this role. A polished application reflects your professionalism.
How to prepare for a job interview at Aldrich & Company Limited
✨Showcase Your Experience
Make sure to highlight your 5+ years of EA experience in financial services. Be ready to discuss specific examples where you've supported client-facing teams and how your contributions made a difference.
✨Demonstrate Strong Communication Skills
Prepare to showcase your communication skills by discussing how you've built relationships with clients and internal teams. Use examples that illustrate your ability to liaise effectively and manage complex meetings.
✨Be Proactive and Strategic
During the interview, emphasise your proactive approach to problem-solving and organisation. Share instances where you anticipated needs or resolved scheduling conflicts before they became issues.
✨Familiarise Yourself with Global Travel Logistics
Since the role involves organising global travel, be prepared to discuss your experience with travel logistics, including visa arrangements and itinerary management. Highlight any challenges you've faced and how you overcame them.
