EA to Private Wealth Team

About the roleOur client is a highly respected and long-established global investment management firm with an impressive track record and stable team. They are now seeking a top notch, up-and-coming, and highly efficient Executive Assistant/Road Show Team Assistant to support one of their teams in the business. This is a fantastic opportunity that will allow you to connect with industry leaders and professionals to further propel your career.Key ResponsibilitiesGeneral administrative duties including calendaring, document preparation, travel arrangements and expense reimbursement management.Meeting planning, preparation, oversight, and logistics execution.Own the planning and end-to-end execution of roadshows, client events.Serve as an effective liaison between professionals and clients, facilitating communication and relationship management.Handle CRM responsibilities for the team timely and accurately.Step in to assist Associates with PowerPoint presentations as necessary.Assist with special projects as necessary.Develop strong understanding of team goals and balance multiple priorities to achieve desired outcomes.Foresee, research, and address potential issues, and new needs as they arise.QualificationsMinimum of 8-10 years of relevant administrative experience required (Private Wealth, Private Banking exposure preferred).Demonstrated skillset in handling all manner of client events independently.Skilled in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.), Salesforce and SAP Concur.Clear, concise, accurate, communication skills.High attention to detail, with the ability to multi-task and be resourceful in a fast-paced environment with a sense of urgency, accuracy and professionalism.Flexible to troubleshoot and handle matters after business hours as necessary.Exceptional organizational and time management skills; ability to set and achieve priorities while working with multiple team members, several moving pieces at a time, and frequent status changes.Personal attributesAbility to balance teamwork with self-direction and drive to solve practical problems and deliver results.Good learning agility and take on new tasks/responsibilities as assigned.A collaborative attitude and the ability to work independently.Demonstrated integrity and discretion.Partnering, rapport-building, and relationship management skills. For further details, please contact Shaleena Mulchandani or send across your details to sm@charlottefrank.com Job Code: SM/68056 Personal data collected will be used for recruitment purposes only By applying for this position, you consent to the collection, use and disclosure of your personal data to Charlotte Frank Recruitment Ltd. and all relevant third parties for the purpose of processing your application for this job position. You understand and acknowledge that your personal data will be processed in accordance with our Privacy Policy https://www.charlottefrank.com/privacy-policy