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- Tasks: Support C-suite executives with diary management, travel planning, and client relations.
- Company: Join a small, dynamic investment firm focused on ultra-high-net-worth clients.
- Benefits: Enjoy a hybrid work model with one day remote and opportunities for growth.
- Why this job: Be part of a passionate team and make an impact in the finance world.
- Qualifications: Experience supporting C-suite executives, preferably in finance or investment.
- Other info: Flexibility outside standard hours may be required.
The predicted salary is between 48000 - 72000 £ per year.
Our client is a small but growing investment firm seeking a skilled C-suite Executive Assistant to support two senior team members. They are a friendly, passionate, and hardworking group who need someone proactive, calm, confident, and professional. The firm deals with UHNW clients, so understanding the nuances of liaising with individuals of this calibre and attention to detail are essential.
The responsibilities include:
- Complex diary management across multiple time zones, including planning and scheduling meetings/calls, adding relevant correspondence, notes, and context to appointments, and managing time effectively.
- Organising multi-stop travel itineraries, including flights, transfers, visas, accommodation, and restaurant reservations.
- Inbox management: prioritising relevant emails and responding appropriately and promptly.
- Acting as gatekeeper and point of contact.
- Building and nurturing relationships with UHNW clients.
- Managing IT/tech and preparing documentation before meetings.
- Taking notes/minutes in meetings and collating action points.
- Preparing reports and documentation as needed.
- Maintaining an efficient filing system.
- Preparing board paperwork.
- Assisting with internal and external events, socials, and dinners.
- Managing expenses and invoices.
- Conducting research as directed.
- Providing ad hoc support to the wider team.
- Offering private PA support to the CEO as required.
The ideal candidate will have previous experience supporting at Founder, CEO, or C-suite level, preferably in finance, investment, or a family office environment, with longevity in roles and experience working with UHNW individuals. The role is based in the office four days a week with one day remote. Flexibility outside standard hours may be required, and there is scope for growth for the right candidate.
Please note: Due to the high volume of applications, we can only respond to successful applicants.
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C-Suite EA wanted at small investment firm employer: Lavender Jones Recruitment
Contact Detail:
Lavender Jones Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land C-Suite EA wanted at small investment firm
✨Tip Number 1
Familiarise yourself with the investment industry and the specific needs of UHNW clients. Understanding their expectations and preferences will help you stand out as a candidate who can effectively support senior team members.
✨Tip Number 2
Highlight your experience in managing complex schedules and travel arrangements, especially across different time zones. Be prepared to discuss specific examples of how you've successfully handled similar tasks in previous roles.
✨Tip Number 3
Demonstrate your ability to build and maintain relationships with high-profile individuals. Share instances where you've acted as a gatekeeper or point of contact, showcasing your professionalism and discretion.
✨Tip Number 4
Prepare to discuss your organisational skills and attention to detail. You might want to bring examples of how you've managed documentation, meeting notes, and reports efficiently in past positions.
We think you need these skills to ace C-Suite EA wanted at small investment firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience supporting C-suite executives, particularly in finance or investment. Emphasise your skills in diary management, travel coordination, and client relationship building.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention specific examples of how you've successfully managed complex schedules and liaised with high-net-worth individuals in the past.
Showcase Attention to Detail: Given the importance of detail in this role, ensure your application is free from errors. Use clear formatting and concise language to demonstrate your organisational skills right from the start.
Highlight Flexibility and Proactivity: In your application, mention your ability to work flexibly and proactively. Provide examples of situations where you have anticipated needs or solved problems before they arose, especially in high-pressure environments.
How to prepare for a job interview at Lavender Jones Recruitment
✨Showcase Your Proactive Nature
During the interview, highlight instances where you've taken initiative in previous roles. This is crucial for a C-suite Executive Assistant, as the firm values someone who can anticipate needs and act without always being directed.
✨Demonstrate Attention to Detail
Prepare to discuss how you manage complex tasks, such as diary management and travel itineraries. Provide specific examples that showcase your meticulousness, especially when dealing with UHNW clients.
✨Build Rapport with the Interviewers
Since the team is described as friendly and passionate, make an effort to connect on a personal level. Share relevant anecdotes that reflect your personality and professionalism, which will resonate well with their culture.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills, particularly in high-pressure situations. Think of scenarios where you've successfully managed competing priorities or handled difficult clients, and be ready to discuss these in detail.
