Executive Assistant - Financial Services

We are seeking a versatile Executive Assistant to support the principal in managing high-level administrative, operational, and strategic responsibilities. The role acts as a key gatekeeper and strategic partner, ensuring priorities, schedules, and deliverables are efficiently managed in a fast-paced, entrepreneurial environment.

Key Responsibilities

1. Executive Support

• Manage complex calendars, scheduling, and meeting coordination across multiple time zones
• Prepare meeting materials, investment decks, and executive briefings where required
• Support client meeting logistics, including agendas, minutes, and follow-ups
• Handle confidential correspondence, documentation, and record-keeping
• Track key business deliverables, deadlines, and investor communications
• Coordinate with finance, operations, and compliance teams on business projects

2. Investor Relations & Communication

• Support communication with investors, partners, and clients in a professional and timely manner
• Assist in preparing investor letters, presentations, and event materials
• Maintain CRM or investor databases with accuracy and confidentiality

3. Administrative & Office Management

• Manage domestic and international travel arrangements, accommodation, and expense reporting
• Coordinate vendor relationships, office logistics, and supplies
• Support internal and external events, including offsites and investor gatherings

4. Personal Assistance

• Provide personal support including scheduling of appointments, travel, and family-related arrangements
• Assist with household administration, personal errands, and liaison with service providers
• Maintain strict confidentiality across all personal and professional matters

Qualifications

Education & Experience:

• Bachelor’s degree in Business, Communications, Management, or related field from a reputable university (strong academic results preferred)
• 5–8 years of experience supporting senior management or C-suite executives in financial services
• Background in asset management, private equity, investment banking, or related sectors preferred
• Certifications such as Certified Administrative Professional (CAP) or PMP will be an advantage
• Strong understanding of financial terminology and investor-facing environments
• Willingness to travel overseas as and when required

Additional Requirements:

• Must possess valid Class 3A driving license
• Strong command of English and Chinese, to communicate effectively with Chinese-speaking stakeholders