EA to Investment Manager, W1 22759
£50,000 - £60,000 + bonus + benefits
Are you an exceptional EA who is particularly interested in investment management/financial markets?
Are you always one step ahead and committed to delivering a calm, organised and seamless environment for your boss?
Do you have an enquiring mind with strong EQ and IQ? Do you understand business and relish the opportunity to learn?
And, are you a confident communicator who can develop strong relationships at all levels?
If so, we’d love to hear from you! You’ll be supporting a Partner in a highly respected family investment office, working in-office every day in order to build the strong connection that makes role such a great opportunity!
What you’ll be doing day to day:
* Acting as first point of contact and gatekeeper, maintaining and organising inbox and calls
* Proactively managing complex diary; coordinating business meetings
* Liaising with clients and senior stakeholders, building relationships and knowledge
* Preparing documents, reports and presentations
* Drafting, reviewing and editing correspondence
* Preparing for meetings, collating research papers and distributing
* Organising client entertainment
* Working collaboratively with other EAs
The skills you need to bring:
* Significant experience supporting within a family office or boutique financial environment
* Ability to prioritise and manage multiple tasks under pressure
* Highly numerate with strong attention to detail
* You must be a genuine team player
* Excellent written and verbal communication skills
* IT literate across Microsoft Office Suite, CRM systems
* Calm, confident and solutions-focused, even in fast-moving situations
* Collaborative and team-oriented, with a respectful, ego-free approach