Executive Assistant

Industry

• Private Wealth Management
• Title: Executive
• Assistant

Location

London SW1 - Hybrid

Salary

Circa £45k+ Bonus & Benefits

Job Summary

Our Private Wealth Manager client is seeking a highly organised, proactive, and discreet Personal Assistant to join our London office.

The successful candidate will provide high-quality administrative and organisational support to three senior executives, helping them to manage their time, priorities, communications, and day-to-day workload effectively.

This is a varied and trusted role requiring excellent attention to detail, sound judgement, strong communication skills, and the ability to work confidently with senior stakeholders, colleagues, clients, and external contacts.

Responsibilities

• Provide comprehensive PA support to three senior executives, ensuring their professional and personal commitments are managed efficiently and appropriately.
• Manage complex diaries, including scheduling meetings, resolving clashes, prioritising commitments, and liaising with family members where required to ensure work and personal diaries co-exist effectively.
• Support the day-to-day management of executive workloads, ensuring key tasks, deadlines, and follow-up actions are tracked and progressed.
• Prepare and format presentations, management information, client documents, meeting papers, and client communications to a high standard.
• Develop a strong understanding of wider team priorities and workloads to support effective coordination across the business.
• Assist with the preparation, coordination, and management of meetings, including arranging logistics, preparing materials, taking minutes, monitoring actions, and following up with relevant stakeholders.
• Manage inboxes on behalf of senior executives, including responding where appropriate, filing correspondence, flagging client-related emails, and ensuring matters are dealt with promptly and professionally.
• Handle correspondence and maintain accurate filing in line with internal procedures and confidentiality requirements.
• Monitor and submit expenses in a timely manner, ensuring compliance with the Gifts and Entertainment Policy and any other relevant internal requirements.
• Arrange and coordinate travel, lunches, events, and other business or personal commitments as required.
• Assist with personal administration and correspondence where appropriate, maintaining discretion and confidentiality at all times.
• Build strong working relationships with colleagues, clients, family contacts, and external parties, acting as a professional and trusted point of contact.

Qualifications and Experience

• A minimum of, or equivalent to three A Levels (grades A–C)
• 2+ years’ experience in a similar role with financial services.

Skills

• Excellent written and verbal communication skills.
• Highly organised, diligent, and able to manage competing priorities effectively.
• Strong IT skills, including confident use of Microsoft Office applications.
• Excellent attention to detail and a high standard of written presentation.
• Ability to work with discretion, confidentiality, and sound judgement.
• Professional, calm, and responsive approach, particularly when working under pressure.
• Strong interpersonal skills, with the ability to build effective relationships at all levels.
• Proactive and solutions-focused, with the confidence to anticipate needs and take ownership of tasks.