Executive Assistant (Bookkeeping & Administration)

About the Role
Our client is a private investment firm working with high-net-worth individuals across multiple
investment projects. We're looking for a highly organised, trustworthy Executive Assistant to
help manage the day-to-day administrative side of the business, allowing their directors to focus
on growth and client relationships.
This is a long-term opportunity for someone who enjoys variety, takes ownership of their work,
and can be relied upon to handle sensitive information with complete discretion.

Key Responsibilities
● Manage two executive email inboxes and calendars
● Schedule meetings, lunches and follow-up appointments
● Update and maintain our CRM (currently Excel-based)
● Track client communications and proactively remind directors of follow-ups
● Process and organise invoices
● Carry out basic bookkeeping using QuickBooks
● Maintain spreadsheets and prepare reports and presentations
● General administrative support to two business partners
● Handle confidential financial and client information with professionalism

 

● Highly organised with excellent attention to detail
● Experienced as an Executive Assistant, Virtual Assistant or Administrative Assistant
● Comfortable using Microsoft Excel, Word and PowerPoint
● Familiar with QuickBooks and basic bookkeeping principles
● Proactive and able to work independently
● An excellent written and verbal communicator
● Trustworthy, discreet and able to maintain strict confidentiality

● Comfortable managing multiple priorities and meeting deadlines

● Flexible working hours (approximately 10 hours per week initially)
● Opportunity for hours to increase over time
● Long-term role with a growing investment business
● Supportive and collaborative working relationship with business owners