Executive Assistant

Contract Type: 12-Month Day Rate Contract

Location: London Hybrid (Just 2 day per week in the London office, with full flexibility around your working hours)

The Opportunity

Are you an Executive Assistant who thinks like a business partner? Do you thrive in a sales-driven environment and love using data to find an edge?

We are a prestigious, world-class investment management firm seeking a proactive, highly commercial Executive Assistant to support up to four UK Sales Leaders within our dynamic Client Group.

This is not a traditional administrative role. It is a forward-thinking, data-heavy position designed for an EA with a sales mindset. You will combine high-level executive support with advanced data management (utilizing cutting-edge, AI-driven Salesforce tools) to actively drive sales efficiency and client engagement.

Commercial & Data Support (Salesforce & AI)

• AI & Data Utilization: Leverage state-of-the-art AI agents within Salesforce to extract, clean, and validate complex client data.
• CRM Management: Own the accuracy of the CRM system by uploading detailed client meeting notes, mapping organizational structures, and auditing data fields.
• Sales Enablement: Adopt a strategic sales mindset to actively guide leaders on who to target, who to meet, and when to follow up based on historical trends and data insights.

High-Level Executive Support

• Complex Diary Management: Proactively manage multi-calendar scheduling, effortlessly anticipating conflicts and shifting business priorities.
• Travel & Expense Management: Coordinate intricate domestic and international travel itineraries and manage seamless expense reconciliation.
• Event Management: Assist in the planning, logistics, and flawless execution of client events and roundtables.
• Client Interaction: Act as a polished, professional ambassador for our Sales Leaders, handling high-value client communication with discretion and confidence.

Experience & Qualifications

• Corporate Background (Essential): Proven experience operating as an EA or Team Assistant within a large, sophisticated corporate environment. Experience within Asset Management, Financial Services, or Professional Services is highly preferred.
• Sales Environment Exposure (Highly Desirable): Experience working closely with sales, distribution, or relationship management teams.
• Tech-Savvy: Advanced proficiency in Salesforce is crucial. You should have comfort with—or a genuine eagerness to learn—AI data-pulling tools and modern CRM workflows.

Key Competencies

• Unmatched Proactivity & Intuition: You don’t just react to problems; you anticipate them. (e.g., If a train to a crucial client pitch is delayed, you already have a private car waiting at the platform ahead of time).
• Analytical Mindset: You are comfortable working with large data sets and recognizing the story the data is telling to help the team sell more effectively.
• High Adaptability: The ability to seamlessly balance the competing priorities of up to four distinct stakeholders while maintaining flawless attention to detail.

Apply Today

If you are ready to move beyond traditional admin and step into a strategic, tech-forward partnership, we would love to hear from you…

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