Executive / Team Assistant – Financial Services
Full-time
Mid
Description
Executive / Team Assistant – Financial Services
Caravel are working with a fast-growing real estate debt investment firm in London to hire an Executive / Team Assistant. This is a dynamic role providing high-level support to the UK team, combining traditional executive assistant duties with operational and administrative support.
The Role
Joining a small but growing London office of a US finance firm, you’ll be a key member of the team, supporting senior colleagues in a busy and collaborative environment. Responsibilities include:
• Managing diaries and scheduling meetings across multiple time zones
• Welcoming and supporting guests
• Organising in-person and virtual meetings
• Attending meetings, taking notes, circulating minutes, and tracking action points
• Supporting internal and external events
• Arranging national and international travel
• Providing operational support to transactional and asset management teams (10–15% of workload)
• Processing expenses and preparing materials for meetings
• Assisting with ad hoc tasks and office management
Candidate Requirements
• Minimum 2 years’ experience as an Executive Assistant, within financial services, private equity, or a similar fast-paced environment professional services business.
• Excellent verbal and written communication skills
• Strong computer skills (intermediate/advanced)
• Energetic, friendly, and approachable
• Highly organised with excellent attention to detail
• Proactive, takes ownership of tasks, and shows initiative
• Thrives in a busy, dynamic role
This is an exciting opportunity to join a growing team within a global investment platform and work closely with senior colleagues on both administrative and operational matters.
Monday-Thursday is office based with Fridays working from home.
Caravel are working with a fast-growing real estate debt investment firm in London to hire an Executive / Team Assistant. This is a dynamic role providing high-level support to the UK team, combining traditional executive assistant duties with operational and administrative support.
The Role
Joining a small but growing London office of a US finance firm, you’ll be a key member of the team, supporting senior colleagues in a busy and collaborative environment. Responsibilities include:
• Managing diaries and scheduling meetings across multiple time zones
• Welcoming and supporting guests
• Organising in-person and virtual meetings
• Attending meetings, taking notes, circulating minutes, and tracking action points
• Supporting internal and external events
• Arranging national and international travel
• Providing operational support to transactional and asset management teams (10–15% of workload)
• Processing expenses and preparing materials for meetings
• Assisting with ad hoc tasks and office management
Candidate Requirements
• Minimum 2 years’ experience as an Executive Assistant, within financial services, private equity, or a similar fast-paced environment professional services business.
• Excellent verbal and written communication skills
• Strong computer skills (intermediate/advanced)
• Energetic, friendly, and approachable
• Highly organised with excellent attention to detail
• Proactive, takes ownership of tasks, and shows initiative
• Thrives in a busy, dynamic role
This is an exciting opportunity to join a growing team within a global investment platform and work closely with senior colleagues on both administrative and operational matters.
Monday-Thursday is office based with Fridays working from home.