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

Finance-Savvy Executive Assistant & Portfolio Coordinator in London

London 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 to work closely with leadership and grow your professional network.

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 in London employer: VPA London

Join a dynamic and fast-growing financial services firm in London, where you will not only support the CEO and leadership team but also gain invaluable experience in 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 your work-life balance.
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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 in London

✨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 researching the company and its financial services. Show us you know your stuff by discussing recent projects or news related to the firm. It’ll impress the hiring team and show your genuine interest!

✨Tip Number 3

Practice your Excel skills! Since strong Excel skills are a must-have, brush up on your formulas and data analysis techniques. We recommend doing some mock exercises to feel confident when discussing your abilities during interviews.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

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

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, especially 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 this 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, so avoid jargon and make sure your key points stand out. This will help us see your qualifications quickly!

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 shows you’re keen on joining our team!

How to prepare for a job interview at VPA London

✨Know Your Numbers

Brush up on your financial knowledge before the interview. Understand basic financial concepts and be ready to discuss how your skills in Excel can help with investment portfolio tracking. 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 managing schedules is a key part of the role, prepare to discuss your experience with calendar management. Bring examples of how you've effectively coordinated complex schedules or travel arrangements in the past. This will demonstrate your organisational skills and ability to handle multiple priorities.

✨Showcase Your Communication Skills

As an Executive Assistant, communication is crucial. Be ready to share examples of how you've successfully communicated with different stakeholders, whether it’s through emails, reports, or presentations. Highlighting your ability to convey information clearly will set you apart.

✨Ask Insightful Questions

Prepare thoughtful questions about the company’s financial strategies or the CEO's vision. This shows your genuine interest in the role and the firm. It also gives you a chance to demonstrate your understanding of the financial services industry and how you can add value.

Finance-Savvy Executive Assistant & Portfolio Coordinator in London
VPA London
Location: London
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  • Finance-Savvy Executive Assistant & Portfolio Coordinator in London

    London
    Full-Time
    36000 - 60000 £ / year (est.)
  • V

    VPA London

    50-100
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