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Ea and operations specialist in boutique banking, west end, office based

London
Angela Mortimer Plc - International Division
Operations specialist
Posted: 11 August
Offer description

Executive Assistant & Operations Executive in Boutique Investment Bank, Mayfair

Job Responsibilities and Duties

• Full EA support to the Founder and CEO

• Organise meetings and appointments, manage complex travel itineraries for the CEO and other staff members, and production of printed client presentations

• Coordinate executive communications, receiving calls from clients and functional area providers, responding to emails, and interfacing with UK-based and international clients professionally and efficiently

• Build and maintain effective working relationships with relevant functional support providers to the company across a variety of areas, including IT, Accounting & Finance, Regulatory & Compliance, Legal, Property Management and Recruitment, and wherever necessary, assist the CEO in supervising the work of these providers and driving results, including managing and coordinating special projects across functional areas

• Develop and sustain a level of professionalism amongst staff and clients, including being an ambassador for the company across the firm’s diverse client base

• Manage expenses, schedule support provider invoice payments, and assist with end-of-quarter/ end-of-year reports.

• Oversee all office supplies and printers, manage utilities, maintenance, contracts, leases and landlord agreements

• Work in line with the firm’s compliance and regulatory requirements, assist with client onboarding processes, attestations and operational and risk committee meetings

• Maintain an organised filing system of electronic documents

• Handle basic HR duties, including employee onboarding and coordinating performance reviews

• Uphold the strictest levels of confidentiality and integrity

Required Skills and Qualifications

• Extensive experience as an Executive Assistant reporting directly to senior/executive management

• Strong organisational, project management, and problem-solving skills with impeccable multi-tasking and workload management abilities

• Exceptional interpersonal and communication skills

• Friendly and professional demeanour

• Self-motivation, instinctive team orientation, and persistence

• Strong attention to detail

• Experience in high-intensity client service industries such as strategic consulting or investment banking and/or high growth companies is a plus

• Advanced Microsoft Office suite skills

The company is a London-based independent investment banking firm providing M&A, corporate finance, and strategic advice tailored to our clients’ objectives. Their client supports financial services firms, institutional clients and family offices. Their global investment banking experience spans globally.

They are seeking an exceptional candidate, ideally with a financial services background who is happy working in a small office as the sole support person covering EA and Operational duties. Working five days office based you will support the Owner and the banking team with EA and operational tasks.

The company offers a supportive, professional fast-paced environment where you will have the opportunity to excel in your administrative skills. Immediate start for the right person.

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