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

We're looking for someone who is:

• ● 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

Nice to Have

• ● 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