Executive Assistant - Head of Wealth

AAB is a leading professional services firm operating across the UK, Ireland, and the USA. We specialise in the mid-market, supporting individuals, family businesses, and organisations with a full suite of services including audit, tax, corporate finance, payroll, people consultancy, and wealth management. With 1,000+ team members, we deliver expert support to clients all over the world.

Our people are at the heart of everything we do. We succeed together as one team, building strong client relationships through passion, empathy, and straightforward advice. That’s what makes AAB different. We invest in brilliant talent across every area of the business, offering tailored training, professional qualifications, and continuous support to help you grow. Your growth matters to us. We’ll give you the tools, encouragement, and opportunities to lead, learn, and make an impact. Guided by our six core values, we foster a culture where collaboration, trust, and enthusiasm thrive.

At AAB, your career is what you make it. We are here to help you turn ambition into action, whether that’s becoming a technical expert, a future leader, or someone who simply makes a difference every day. If you're ready to be part of a team that’s united by purpose and driven by values, we’d love to hear from you.

ESG COMMITMENT

We take our responsibility seriously. From reducing our environmental impact, to supporting education through training and talent programmes, to giving back to our local communities with our charitable initiative ABBIE- ESG is part of who we are.

ROLE PURPOSE

Key duties & responsibilities:

• Diary management: Manage appointments by resolving scheduling conflicts, prioritising high impact tasks and protecting buffer time for travel or preparation.
• Inbox management: Manage inbox into an organised, actionable feed by sorting emails by urgency, ensuring critical messages get attention and occasionally writing draft replies as required.
• Meeting preparation and support: Prepare and ensure all documentation and actions are ready for meetings. Assist in drafting agendas and meeting materials and ensuring that meeting participants are briefed in relation to agenda and meeting materials required. This will include preparation for a regular cadence of meetings including Board meetings, monthly leadership meeting, fortnightly leadership meetings, all team town hall. Take accurate and detailed actions during meetings, capturing key points, action items, and recording actions. Follow up on action items and ensure timely completion. Coordinate and schedule meetings, ensuring efficient time management.
• Presentations and branding: Will include some creation / editing of PowerPoint slide presentations ensuring high-quality and brand-compliant materials (maintaining consistency in branding across all executive communications and presentations is also key).
• Integration and change: There may be some work with integration and change teams to develop and maintain project plans, track progress, and ensure timely completion of projects.
• Travel coordination: Plan, book, and manage all travel arrangements for the leadership team including flights, accommodation, transportation, and itineraries. Ensure seamless travel experiences by anticipating needs and preparing necessary documentation.
• Event logistics: Coordinate logistic arrangements for conferences, large get-togethers, meetings, and other ad-hoc physical events with the other Executive Assistants. Manage event planning tasks including venue selection, catering, AV requirements, and accommodation for participants. Ensure all event logistics are handled efficiently, including registration processes, materials preparation, and on-site support.

Experience & qualifications

Skills:

• Excellent organisational and time-management skills.
• Strong written and verbal communication abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• High level of professionalism and discretion.
• Ability to work independently and manage multiple tasks simultaneously.
• Strong attention to detail and problem-solving skills.
• Knowledge of travel logistics, event planning, and project management.
• Familiarity with strategic planning and documentation.

Personal Attributes:

• Proactive and resourceful with a solution-oriented mindset.
• Ability to work under pressure and meet tight deadlines.
• Strong interpersonal skills and the ability to build relationships at all levels.
• High degree of integrity and confidentiality.
• An ability to anticipate needs and provide proactive administrative support.

WHAT AAB OFFER

We want you to feel supported inside and outside of work. That’s why we offer a benefits package designed for your wellbeing, lifestyle, and career.

• Time Off & Family Support: Annual leave (plus public holidays), with the option to buy or carry over leave. Enhanced parental leave (maternity, paternity, adoption). Paid volunteering day to support causes that matter to you.
• Health & Wellbeing: Private Medical Insurance (PMI) for you and the option to cover family members. Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support. Death in Service benefit.
• Financial Security: Competitive pension scheme. Life assurance policies to support you and your family.
• Flexible & Agile Working: Hybrid working model. Agile working culture that supports flexible hours and smarter working. Modern office spaces designed for collaboration, focus, and wellbeing.