Broadgate
Executive Assistant - Head of Wealth
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Executive Assistant to Head of Wealth
Aberdeen | £40,000 - £50,000 | Permanent, full-time
Our client is a highly regarded, well-established professional services firm based in Aberdeen, trusted by individuals and businesses across the region for expert financial guidance. As part of a period of continued growth, they are now seeking an experienced and highly organised Executive Assistant to provide dedicated support to their Head of Wealth and wider senior leadership team.
This is an excellent opportunity for a proactive, discreet and detail-focused EA to play a central role within a busy, high-performing team, working closely with senior stakeholders on a wide variety of strategic and operational matters.
Key Duties & Responsibilities
Diary management
- Manage appointments by resolving scheduling conflicts, prioritising high-impact tasks and protecting buffer time for travel or preparation.
Inbox management
- Manage inbox into an organised, actionable feed by sorting emails by urgency, ensuring critical messages get attention, and occasionally drafting replies as required.
Meeting preparation and support
- Prepare and ensure all documentation and actions are ready ahead of meetings.
- Assist in drafting agendas and meeting materials, and ensure meeting participants are briefed on the agenda and materials required.
- This will include preparation for a regular cadence of meetings, including board meetings and various leadership and team-wide sessions.
- Take accurate and detailed notes during meetings, capturing key points, action items and decisions.
- Follow up on action items and ensure timely completion.
- Coordinate and schedule meetings, ensuring efficient time management.
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Presentations and branding
- Support the creation and editing of PowerPoint presentations, ensuring high-quality, brand-compliant materials and consistency across all executive communications.
Integration and change
- Work alongside integration and change teams to help develop and maintain project plans, track progress and ensure timely completion of projects.
Travel coordination
- Plan, book and manage all travel arrangements for the leadership team, including flights, accommodation, transport and itineraries.
- Ensure seamless travel experiences by anticipating needs and preparing necessary documentation.
Event logistics
- Coordinate logistical arrangements for conferences, larger gatherings, meetings and other ad-hoc events alongside fellow Executive Assistants.
- Manage event planning tasks including venue selection, catering, AV requirements and accommodation for participants.
- Ensure all event logistics are handled efficiently, including registration, materials preparation and on-site support.
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Experience & Qualifications
Skills
- Excellent organisational and time-management skills.
- Strong written and verbal communication abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- High level of professionalism and discretion.
- Ability to work independently and manage multiple tasks simultaneously.
- Strong attention to detail and problem-solving skills.
- Knowledge of travel logistics, event planning and project management.
- Familiarity with strategic planning and documentation.
Personal Attributes
- Proactive and resourceful, with a solution-oriented mindset.
- Ability to work under pressure and meet tight deadlines.
- Strong interpersonal skills and the ability to build relationships at all levels.
- High degree of integrity and confidentiality.
- An ability to anticipate needs and provide proactive administrative support.
How to Apply
This role is being handled on a confidential basis. For more information, or to apply, please submit your CV and a member of our team will be in touch to discuss the opportunity in more detail.
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