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- Tasks: Support a dynamic client-facing team with scheduling, travel logistics, and meeting coordination.
- Company: Join a leading investment firm in the vibrant West End, known for its collaborative culture.
- Benefits: Enjoy a competitive salary, bonuses, and flexible hybrid working options.
- Why this job: Be the essential link in a high-performing team that travels globally and makes an impact.
- Qualifications: 5+ years of EA experience in financial services and strong communication skills required.
- Other info: Opportunity to work closely with other EAs and support new hires.
The predicted salary is between 48000 - 72000 £ per year.
Do you have 5+ years’ experience supporting a client-facing team in financial services, with exposure to organising events and roadshows?
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 globally 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:
- Liaising with external clients and internal teams for all meetings including complex and high-profile Roadshows
- 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
- Working with client service analysts to prepare documents and presentation materials
- Entering, amending and keeping client data up to date in Salesforce CRM system
- Ensuring team members are aware of important deadlines
- Onboarding of new hires and transfers
- Working with technology and facilities to ensure systems and desk set up
- Scheduling all orientation meetings
- 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 to Relationship Managers (hybrid) employer: Aldrich & Company Limited
Contact Detail:
Aldrich & Company Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land EA to Relationship Managers (hybrid)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the specific challenges and trends that affect client-facing roles. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of the sector.
✨Tip Number 2
Network with professionals in the investment sector, particularly those who work as Executive Assistants or in similar roles. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the job.
✨Tip Number 3
Showcase your organisational skills by preparing a mock itinerary or travel plan for a hypothetical roadshow. This practical demonstration can be a great conversation starter and highlight your ability to manage complex logistics effectively.
✨Tip Number 4
Research the company culture at StudySmarter and align your approach to reflect their values. Emphasising your collaborative spirit and proactive attitude during discussions can set you apart as a candidate who fits well within their dynamic team.
We think you need these skills to ace EA to Relationship Managers (hybrid)
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 managing calendars, organising events, and liaising with clients, 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 itineraries in the past.
Highlight Communication Skills: Since strong communication is key for this role, provide examples of how you've built relationships with clients and internal teams. This could include instances where you resolved scheduling conflicts or coordinated successful meetings.
Showcase Your Global Experience: If you have experience booking global travel or working with international clients, make sure to highlight this in your application. It demonstrates your ability to handle the logistics required for a role that involves global travel.
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 prepared to discuss specific examples of how you've supported client-facing teams, organised events, and managed complex schedules.
✨Demonstrate Strong Communication Skills
Since the role requires liaising with clients and internal teams, practice articulating your thoughts clearly. Prepare examples that showcase your ability to build relationships and communicate effectively at all levels.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to think on your feet. Think of scenarios where you had to manage scheduling conflicts or coordinate complex travel arrangements, and be ready to explain your approach.
✨Exhibit a Proactive Attitude
The job description emphasises a proactive and strategic mindset. During the interview, share instances where you took initiative to improve processes or anticipate the needs of your team, demonstrating your forward-thinking capabilities.
