At a Glance
- Tasks: Support the Founder with diary management, travel coordination, and office operations.
- Company: Boutique investment firm with a collaborative and high-performing culture.
- Benefits: Competitive salary, discretionary bonus, and a dynamic work environment.
- Other info: Office-based role with opportunities for personal and professional growth.
- Why this job: Be at the heart of a fast-paced entrepreneurial setting and make a real impact.
- Qualifications: Highly organised, proactive, and adaptable with strong communication skills.
The predicted salary is between 60000 - 70000 £ per year.
A highly successful boutique investment firm is seeking an exceptional Executive Assistant & Office Manager to support its Founder. This is a fast‑paced, varied role combining high‑level EA support, office management, team coordination and elements of private PA work. It suits someone organised, proactive and adaptable who enjoys being at the centre of a busy, entrepreneurial environment.
The position is relationship‑driven and requires someone naturally helpful, responsive and confident taking ownership of both business and personal support.
Key Responsibilities- Extensive diary and inbox management for the Founder
- Using AI tools including Claude and Copilot to streamline workflows
- Scheduling and coordinating meetings across multiple time zones
- Booking and coordinating complex travel for the Founder and wider team
- Expense management and Amex reconciliations
- Office management: supplies, food/drinks orders, facilities oversight and ensuring smooth daily operations
- Supporting conferences, events and company initiatives throughout the year
- Private PA duties: personal admin, appointments, shopping and travel
- Assisting with presentations, Excel work (including formulas) and expense coding
- Liaising with investors, clients and external stakeholders
- Managing LinkedIn marketing activity and broader business support projects
- Coordinating company‑wide logistics including annual offsites, Christmas events and client gifting
The firm offers a high‑performing, friendly and collaborative culture with strong team loyalty. They value individuals who are polished, engaged and invested in the business. You’ll need to be comfortable working at pace, staying calm under pressure and acting as the central support figure in the office.
The Ideal Candidate- Highly organised with exceptional attention to detail
- Calm, discreet and composed under pressure
- Flexible with working hours and able to respond to occasional out‑of‑hours requests
- Naturally proactive, anticipatory and solutions‑focused
- Confident being the main support person in a small, entrepreneurial office
- Hands‑on, adaptable and happy to take on a broad range of tasks
- Polished, presentable and personable
- Strong communicator with excellent written and spoken English
- Technically capable with Excel and comfortable learning new systems and AI tools
- Experience in property, investment, family office or similarly fast‑paced environments is highly advantageous
Office‑based role, Monday to Friday. Typical hours: 8:30am – 6:00pm, with flexibility during busy periods.
Executive Assistant in Newport employer: Equifind
This boutique investment firm in Mayfair offers an exceptional work environment for an Executive Assistant, characterised by a high-performing, friendly, and collaborative culture. Employees benefit from a competitive salary, discretionary bonuses, and the opportunity to work closely with the Founder in a dynamic setting that fosters personal and professional growth. With a focus on team loyalty and individual engagement, this role is perfect for those seeking meaningful and rewarding employment in a fast-paced, entrepreneurial atmosphere.
StudySmarter Expert Advice🤫
We think this is how you could land Executive Assistant in Newport
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Equifind. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Executive Assistant in Newport
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Equifind.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Equifind's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Equifind
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Equifind.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Equifind will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Equifind employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
