EA – Client Marketing, Investment firm (West End, 4 days in)
EA – Client Marketing, Investment firm (West End, 4 days in)

EA – Client Marketing, Investment firm (West End, 4 days in)

London Full-Time 60000 - 65000 £ / year (est.) No home office possible
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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 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 that values proactive and strategic thinking.
  • Qualifications: 5+ years EA experience in financial services and strong communication skills required.
  • Other info: Opportunity to participate in focus groups and collaborate with fellow EAs.

The predicted salary is between 60000 - 65000 £ per year.

£60,000 - £65,000 + bonus + benefits

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

EA – Client Marketing, Investment firm (West End, 4 days in) employer: Aldrich & Company Limited

Join a leading investment firm in the vibrant West End, where you will be part of a dynamic and high-performing client marketing team. With a strong emphasis on collaboration and employee growth, we offer competitive salaries, bonuses, and a range of benefits that support your professional development. Experience a work culture that values proactive communication and strategic thinking, making it an excellent environment for those looking to thrive in the financial services sector.
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Contact Detail:

Aldrich & Company Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land EA – Client Marketing, Investment firm (West End, 4 days in)

Tip Number 1

Network with professionals in the financial services sector, especially those who work as Executive Assistants. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities.

Tip Number 2

Familiarise yourself with the latest tools and software used for calendar management and travel logistics. Being proficient in advanced MS Office and other relevant applications will demonstrate your capability to handle the demands of the role effectively.

Tip Number 3

Prepare to discuss your experience in managing complex schedules and travel arrangements during interviews. Have specific examples ready that showcase your ability to multitask and resolve conflicts efficiently.

Tip Number 4

Research the investment firm thoroughly before applying. Understanding their client base, recent projects, and company culture will help you tailor your approach and show your genuine interest in becoming part of their team.

We think you need these skills to ace EA – Client Marketing, Investment firm (West End, 4 days in)

5+ years of EA experience in financial services
Extensive calendar management
Strong communication skills
Relationship building with clients and internal teams
Proactive and strategic thinking
Multi-tasking abilities
Global travel organisation
Logistics management including visas and expenses
Coordination of complex itineraries
Preparation of correspondence, reports, and presentations
Attention to detail in grammar, punctuation, and spelling
Deadline management
Event organisation
Familiarity with internal admin policies and practices
Collaboration with other EAs
Advanced MS Office skills
Positive, can-do attitude

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, global 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. Mention specific examples of how you've successfully supported client-facing teams and managed complex schedules in previous roles.

Highlight Relevant Skills: Clearly outline your advanced MS Office skills and any experience with producing reports and presentations. This will demonstrate your ability to handle the administrative tasks required for the position.

Showcase Your Team Spirit: Mention your experience working collaboratively with other EAs and your positive attitude. This will resonate well with the company's emphasis on being part of a high-performing team.

How to prepare for a job interview at Aldrich & Company Limited

Showcase Your Experience

Make sure to highlight your 5+ years of experience as an Executive Assistant in financial services. Be prepared to discuss specific examples of how you've supported client-facing teams and managed complex travel arrangements.

Demonstrate Strong Communication Skills

Since the role requires liaising with clients and internal teams, practice articulating your thoughts clearly. Use examples from your past roles to illustrate how you've built relationships and communicated effectively at all levels.

Prepare for Scenario Questions

Expect questions that assess your ability to think on your feet and multi-task. Prepare scenarios where you had to manage conflicting priorities or resolve scheduling conflicts, showcasing your proactive and strategic thinking.

Familiarise Yourself with the Company

Research the investment firm and understand their values and culture. Being able to discuss how your skills align with their mission will demonstrate your genuine interest in the role and the company.

EA – Client Marketing, Investment firm (West End, 4 days in)
Aldrich & Company Limited
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  • EA – Client Marketing, Investment firm (West End, 4 days in)

    London
    Full-Time
    60000 - 65000 £ / year (est.)

    Application deadline: 2027-07-13

  • A

    Aldrich & Company Limited

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