Executive Finance Assistant
Core
Provides PA support to a senior Manager, handling escalated client queries, managing budgets, and acting as a business unit ambassador.
Role type
Senior Executive Assistant (PA) with accounting trajectory
Builds
Office operations, client escalations, and executive support
Domain
Financial Services / Insurance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Advanced minute taking, non-standard report creation, presentation development, budget management, diary management, travel arrangements, office infrastructure management, MS Office, PowerPoint, Excel
Preferred skills
Accounting background (qualified or near qualification), secretarial/PA knowledge
Technologies
MS Office, PowerPoint, Excel
Responsibilities
Handle escalated queries from clients and stakeholders, manage budgets or significant spending, run the office in the absence of the senior manager, prepare documentation for meetings, maintain confidentiality, build relationships with external parties and suppliers
Seniority
Senior, hands-on IC