EA (Wealth Management C-suite)
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| Job Type | Permanent |
| Area | All of London, UKCity, UK |
| Sector | Financial ServicesOtherCorporate Actions |
| Salary | Up to £65,000 plus excellent bonus and benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-14815 |
| Job Views | 83 |
- Description
- EA (Wealth Management C-suite)
Hybrid Working Available
Up to £65,000 plus excellent bonus and benefits
An exciting opportunity has arisen to join a boutique wealth management firm in the City of London, as they seek a highly professional, organized and experienced EA to support the Chief Operating Officer. You will be responsible for providing proactive oversight of the COO’s workload, comprehensive diary management and administrative support. This is a fantastic opportunity to work closely with a C-Suite executive at a leading financial services provider, and we are seeking candidates with at least 5 years’ experience in a similar function within wealth management
Duties of the EA to include:
- Managing a busy diary, managing conflicting demands and utilizing prioritization skills to ensure priorities are met within agreed timeframes.
- Compiling COO governance reports. This will include the collation of MI, review of content and identifications of which issues should be presented and to whom.
- Creating report packs for meetings (such as the COO Operating Committee), completing minutes and circulating actions.
- Managing the COO to ensure all deadlines are met by prioritizing tasks and allocating appropriate time for actioning. This will involve preparing briefings for the COO in advance to ensure completeness of communication.
- Handling confidential information in a strictly professional manner
Requirements for the successful EA to include:
- At least 5 years’ experience working within a PA/EA role within wealth management is essential
- Excellent organization and time management skills with a strong eye for detail.
- Strong IT skills within MS Office
- Able to use initiative and set own targets. Must be driven and self-motivated.
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.