Executive Assistant – Banking & Investments

Job Summary

We are seeking a highly organized, discreet, and experienced Executive Assistant – Banking & Investments to provide high-level administrative and executive support to a senior executive with extensive banking, investment, and financial interests.

The successful candidate will be responsible for managing confidential financial correspondence and documentation, coordinating with banks, investment advisors, financial institutions, and other stakeholders, while ensuring that day-to-day executive and financial administrative matters are handled efficiently and professionally.

Key Responsibilities

• Provide comprehensive executive and administrative support to senior management.

• Manage calendars, appointments, meetings, travel arrangements, and daily schedules.

• Coordinate with banks, financial institutions, investment managers, advisors, brokers, and other external stakeholders.

• Maintain and organize confidential banking, investment, financial, and corporate documentation.

• Assist with monitoring banking and investment-related correspondence, statements, reports, and documentation.

• Maintain accurate records of financial accounts, investment portfolios, transactions, and related documentation.

• Coordinate follow-ups with banks, investment managers, relationship managers, and financial advisors on pending matters.

• Prepare and maintain financial trackers, reports, summaries, presentations, and management updates as required.

• Assist with coordinating banking transactions, account-related documentation, payment requests, and other financial administrative matters, subject to authorization.

• Monitor deadlines, renewals, payments, appointments, and other important financial and administrative requirements.

• Handle highly sensitive and confidential information with absolute discretion and professionalism.

• Coordinate meetings and communications between the executive and key financial, banking, legal, and business stakeholders.

• Conduct research and gather relevant information relating to banking, investments, financial services, and business matters when required.

• Maintain an organized filing and document management system for financial and executive records.

• Liaise with internal departments, external advisors, and service providers to ensure timely completion of assigned matters.

• Prepare correspondence, emails, minutes, presentations, and other documents on behalf of the executive.

• Anticipate the executive's requirements and proactively follow up on outstanding matters.

• Perform other confidential administrative, financial coordination, and executive support duties as assigned.

Requirements

• Bachelor's degree in Business Administration, Finance, Banking, Accounting, Economics, or a related field preferred.

• Proven experience as an Executive Assistant, Personal Assistant, Executive Secretary, or similar senior administrative role.

• Previous experience within banking, investment management, wealth management, private banking, financial services, or a family office is highly desirable.

• Strong understanding of banking and investment terminology and documentation.

• Experience dealing with banks, investment advisors, financial institutions, or senior financial stakeholders.

• Excellent proficiency in Microsoft Office, particularly Excel, Word, PowerPoint, and Outlook.

• Strong organizational and time-management skills with the ability to manage multiple priorities.

• Excellent written and verbal communication skills.

• Exceptional attention to detail and accuracy.

• Strong analytical and reporting skills.

• High level of discretion, integrity, and confidentiality.

• Professional appearance, communication, and interpersonal skills.

• Ability to work independently, anticipate requirements, and exercise sound judgment.

• Fluency in English is required; knowledge of Arabic or other languages is an advantage.

Application Question(s):

• What are your salary expectations?

• What is your current visa status? Transferrable NOC?

• How soon are you available to join?

Work Location: In person