E.A. for Private Client – Investment Management

Our client is a highly successful and well established Investment Management firm based in Green Park who are looking for a very competent and slick E.A. to support 2 Senior Portfolio Managers within their Private Client Office. Their focus is spending the majority of their time identifying opportunities and managing clients' assets.  You will take care of specific administration issues relating to the clients’ portfolios. This is a role that has lots of client interaction so presentation and exceptional communication skills are paramount as well as being advanced in Microsoft office; particularly in PowerPoint and Excel.  Duties will include; diary management, organising internal and external meetings, lunches, dinners, Events, Organise UK and overseas Travel, be responsible for updating the CRM database, deal with day to day client requests, set up new portfolios on the system, and some personal administration. The successful candidate will ideally have EA experience within the financial services arena, be confident, a strong communicator, a self-starter, with a “can do” attitude who is able to take control of situations. This is a great opportunity for a EA who is really wanting to work for a very reputable firm that invest in them and offers training, support and scope long term.

Excellent benefits and bonus, not to be missed!!