About this role
About the Role Our client is a private investment firm working with high-net-worth individuals across multiple investment projects. We're looking for a highly organised, trustworthy Executive Assistant to help manage the day-to-day administrative side of the business, allowing their directors to focus on growth and client relationships. This is a long-term opportunity for someone who enjoys variety, takes ownership of their work, and can be relied upon to handle sensitive information with complete discretion.
Key Responsibilities ● Manage two executive email inboxes and calendars ● Schedule meetings, lunches and follow-up appointments ● Update and maintain our CRM (currently Excel-based) ● Track client communications and proactively remind directors of follow-ups ● Process and organise invoices ● Carry out basic bookkeeping using QuickBooks ● Maintain spreadsheets and prepare reports and presentations ● General administrative support to two business partners ● Handle confidential financial and client information with professionalism