Job Overview
We are currently looking for an Finance EA to support a team of Bankers based in the West End. This is for a large finance company with an international presence and a positive working environment. The company offers regular team socials and a supportive team. The firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. This position requires an EA with a minimum of three years of experience in financial services.
Responsibilities
- Support a banking team of approximately eight bankers—MD to VP level.
- Support client activities and requirements in a proactive manner and liaising with clients.
- Proactively manage diaries, coordinate and schedule meetings, reserve conference rooms, and set up conference/videocalls.
- Manage client contacts and potentially inbox for Bankers.
- Make travel arrangements; book flights, ground transportation, lodging and entertainment for business travel (domestic & international), prepare itineraries for business travel, roadshows, visas, etc. in accordance with our policy and manage expectations.
- Answer/direct incoming phone calls and provide secondary telephone coverage for bankers.
- Use Concur to process and monitor expenses to ensure prompt payment and reconcile with statements.
- Support less experienced members of the team, e.g., mentoring or buddying.
Qualifications
This position requires an EA with a minimum of three years of experience in financial services.
