Executive Assistant – Sales & Data Focus

About the role

We are a world‑class investment management firm seeking a proactive Executive Assistant to support up to four UK Sales Leaders. This hybrid role blends high‑level executive support with data‑driven sales enablement, using AI‑enhanced Salesforce tools to improve client engagement.

Key responsibilities

• Manage complex multi‑calendar scheduling, anticipating conflicts and shifting priorities.
• Coordinate domestic and international travel, and oversee expense reconciliation.
• Plan and execute client events, roundtables, and high‑value meetings.
• Maintain CRM accuracy by uploading meeting notes, mapping organisational structures, and auditing data fields.
• Leverage AI agents within Salesforce to extract, clean, and validate client data, providing actionable insights for sales targeting.

Required profile

• Proven experience as an EA or Team Assistant in a large corporate environment, preferably within asset management, financial services, or professional services.
• Exposure to sales, distribution, or relationship‑management teams is highly desirable.
• Strong analytical mindset with the ability to interpret large data sets and anticipate stakeholder needs.

Required skills

• Advanced proficiency in Salesforce.

What we offer

• 12‑month day‑rate contract with flexible working hours.
• Hybrid work model – two days per week in our London office.
• Opportunity to work with cutting‑edge AI tools in a fast‑paced, sales‑driven environment.