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Posted on: 21 August 2023





Employee Type


Salary Range


Executive Personal Assistant

We are looking for a confident, proactive and adaptable person with a minimum of 5 years experience as an Executive Assistant in Finance/Investment Banking/Private Equity. Reporting into Operations Manager, the candidate possesses a desire for a long term career with the business and to ultimately manage a team of other Assistants working in the business.

Role overview

70% Executive Assistant to Managing Directors and Associate Director

30% Team support split between two of the main businesses (CRM management, meeting coordination, time sheet management, travel bookings + ad hoc admin assistance)

Position Responsibilities

  • Providing top-level day to day business partner support to the Managing Directors & Associate Director through calendar management and responding to emails.
  • Acting as first point of contact for enquiries
  • Producing correspondence on behalf of the Managing Director & Associate Director
  • Proactively managing diaries, managing numerous daily requests to maximise productivity
  • Coordinate travel and accommodation requirements
  • Updating our CRM, Affinity
  • Writing, preparing and formatting emails, reports and presentations
  • Researching information upon request for Managing Director
  • Adhering to company values and policies at all times
  • Marketing support where required
  • PA for Managing Director's Family administration (Ad hoc admin for lifestyle tasks, Family Office liason and travel management)
  • Management and coordination of agendas for 1:1 and direct report meetings
  • When requested, attend senior leadership meetings to create agendas, take minutes and provide reporting.
  • Maintain confidentiality and use a high degree of discretion
  • Oversee internal administration processes and system upkeep (i.e reminders on time sheets)
  • Assisting in internal reporting (i.e timesheet reporting)
  • Assistance with oganisation of functions, events, and other ad hoc celebrations throughout the year
  • Minute taking for meetings upon request
  • Office Coordination, general office support and other building matters when required.

Qualities you'll need to succeed

  • Proactive, adaptable and self-managing with the initiative to get things done
  • Ability to lead confidently
  • Ability to handle a fast-paced environment
  • You have experience dealing with senior management and company executives
  • Strong commercial acumen and understanding of the Investment Banking/Private Equity industry
  • You have strong IT, calendar management and organisational skills
  • You possess qualities such as sound judgement, finely-tuned instincts and outstanding interpersonal skills
  • You're productive, deadline-driven and efficient, with great attention to detail
  • Strong decision-making skills
  • Highly presentable and professional in all dealings
  • Roll up sleeves and get job done attitude

Preferred knowledge, skills and experience

  • Highly proficient with Microsoft Office
  • Experience with CRM management (i.e Affinity)
  • Experience with time sheet management (i.e My Hours)
  • Has previously used LinkedIn and Canva
  • Strong written and verbal communication skills
  • Experience managing domestic and international travel
  • Ability to maintain confidentiality


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