Executive Assistant

Job Description:

Our client a market leading investment firm are looking for a candidate with international corporate travel experience to join their client service team, a new and exciting role in a well-established business!
The team provides high quality dedicated administrative support to the Client Service Investment managers and Client Management team, while facilitating the relationship between the firm and its clients by providing a first-class service and ensuring the dissemination of all client information through accurate and up to date logging in Salesforce.

Essential Skills/Experience:

Degree educated or equivalent
Working knowledge of Word, Excel and PowerPoint
Working knowledge of Outlook
Working knowledge of internal systems including Eagle and Salesforce
Understanding of business communications, including style and format of letters, presentations and reports
Understanding of office procedures and methods including telephone communications, office systems and record keeping

Desirable Skills/Experience:

Financial Services experience advantageous

Core Responsibilities:

EA to Client Service Investment Managers to include management of all diary activities, and the setting up of calls and meetings as well as travel
Email management for Client Investment Managers (‘CIM’) when out of the office as required
Contact for all clients, consultants and prospects for internal and external meetings and conference calls
Set up and organise quarterly review calls and in-house meetings for clients and consultants
Work alongside CIM ensuring that they are kept appraised of all relevant issues relating to clients.

This also extends to any Investment Managers who are conducting client related meetings/calls
Produce relevant documents, briefing papers, reports and presentations for all meetings, calls and trips
Co-ordination of global travel in line with the firm’s policy to include CS/CM & ad-hoc Investment Team CS trip.
Process expenses through the PeopleSoft system
Maintain and log records of gifts and entertainment following the firm’s Gifts & Entertainment Policy
Responsible for logging of events, roadshows, file notes, contact updates etc in Salesforce
Provide cover and support for other members of the EA team as and when required
Minute taking where required
Answer incoming queries in a timely and professional manner and draw upon the resources of other departments to solve client queries and issues
Ensure all correspondence with clients are dealt with appropriately and filed electronically in accordance with the firm’s filing and Salesforce procedures
Assist with Client Service/Management team tasks as and when required, this could include participation in firm wide projects as the Client Service/Management representative


A highly competitive salary
Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15043
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy.

Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.

We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.

For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.


  • Location: Edinburgh, Scotland
  • Salary:
  • Type: Permanent
  • Recruiter: Core-Asset Consulting Ltd
  • Posted: 21-Oct-2022
  • Posted on: careers4a.com