Finance-Savvy Executive Assistant & Portfolio Coordinator
Finance-Savvy Executive Assistant & Portfolio Coordinator

Finance-Savvy Executive Assistant & Portfolio Coordinator

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the CEO by managing schedules, coordinating travel, and assisting with investment portfolios.
  • Company: Fast-growing financial services firm in London with a dynamic work environment.
  • Benefits: Gain valuable finance experience while working in a supportive team.
  • Why this job: Perfect for ambitious individuals looking to kickstart their career in finance.
  • Qualifications: Bachelor’s degree and strong Excel skills required; finance experience preferred.
  • Other info: Opportunity for professional growth in a thriving industry.

The predicted salary is between 36000 - 60000 £ per year.

A fast-growing financial services firm in London seeks a full-time Executive Assistant & Portfolio Coordinator to support the CEO and leadership team. This role combines executive support with financial exposure and operational responsibility, making it ideal for an ambitious candidate eager to gain experience in finance.

Responsibilities include:

  • Managing schedules
  • Coordinating travel
  • Preparing documentation
  • Assisting with investment portfolio tracking

A Bachelor’s degree and strong Excel skills are required, with preference for candidates with financial services experience.

Finance-Savvy Executive Assistant & Portfolio Coordinator employer: VPA London

Join a dynamic and fast-growing financial services firm in the heart of London, where you will not only support the CEO and leadership team but also gain invaluable exposure to the finance sector. Our collaborative work culture fosters professional growth, offering ample opportunities for skill development and career advancement, all while enjoying a vibrant city atmosphere that enhances both personal and professional life.
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Contact Detail:

VPA London Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Finance-Savvy Executive Assistant & Portfolio Coordinator

✨Tip Number 1

Network like a pro! Reach out to people in the finance sector, especially those who work at firms you’re interested in. A friendly chat can open doors and give you insider info that could help you stand out.

✨Tip Number 2

Prepare for interviews by brushing up on your Excel skills and financial knowledge. We recommend practising common interview questions related to finance and executive support to show you’re ready for the role.

✨Tip Number 3

Don’t underestimate the power of a follow-up! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the position. It keeps you fresh in their minds!

✨Tip Number 4

Apply through our website for the best chance of landing that dream job! We make it easy for you to showcase your skills and experience directly to the hiring team.

We think you need these skills to ace Finance-Savvy Executive Assistant & Portfolio Coordinator

Executive Support
Financial Exposure
Operational Responsibility
Schedule Management
Travel Coordination
Documentation Preparation
Investment Portfolio Tracking
Bachelor's Degree
Excel Skills
Financial Services Experience

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in finance and executive support. We want to see how your skills align with the role, so don’t be shy about showcasing your Excel prowess and any financial services experience you have!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how your background makes you a perfect fit. We love seeing enthusiasm and a clear understanding of what we do at StudySmarter.

Be Clear and Concise: When filling out your application, keep your language straightforward and to the point. We appreciate clarity, especially when it comes to your skills and experiences. Avoid jargon unless it’s relevant to the finance world!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at StudySmarter!

How to prepare for a job interview at VPA London

✨Know Your Numbers

Brush up on your financial knowledge and Excel skills before the interview. Be prepared to discuss how you've used these skills in previous roles, especially if you have experience in financial services. This will show that you're not just an assistant but someone who can contribute to the financial side of the business.

✨Master the Art of Scheduling

Since this role involves managing schedules for the CEO and leadership team, think about how you would prioritise tasks and handle conflicts. Prepare examples of how you've successfully managed busy calendars in the past, and be ready to discuss tools or methods you use to stay organised.

✨Showcase Your Communication Skills

As an Executive Assistant, you'll need to communicate effectively with various stakeholders. Practice articulating your thoughts clearly and concisely. Consider preparing a brief overview of a project you've coordinated, highlighting how you communicated with different teams to achieve success.

✨Ask Insightful Questions

Prepare thoughtful questions about the company’s financial strategies and the role's expectations. This shows your genuine interest in the position and helps you assess if the company is the right fit for you. Questions about the team dynamics or the company's growth plans can also demonstrate your ambition and forward-thinking mindset.

Finance-Savvy Executive Assistant & Portfolio Coordinator
VPA London

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