Executive Assistant and Project Manager

About this role

This is a remote position.
Combining high-level executive support with structured project delivery, this position drives client engagement and operational coordination within the financial services sector. Maintain precise diary and email management, lead client interactions, and deliver project milestones across international operational schedules. Working 12.5 hours per week on average (comprising 10 hours per week for executive assistant duties and 20 hours per month for project management duties), this role mainly aligns with UK business hours.
Key Responsibilities

• Manage executive diaries and coordinate client meetings across UK and UStime zones.

• Oversee email communications and manage client interactions professionally.

• Attend client meetings and record accurate, detailed transcripts.

• Lead and manage project deliverables within the financial services environment.

• Utilise artificial intelligence tools to optimise administrative workflows and operational efficiency.

• Communicate effectively with global corporate heads and international stakeholders.

Requirements

• Proven experience as an Executive Assistant and Project Manager within the financial services industry.

• Demonstrated client-facing experience, including leading client interaction and meeting facilitation.

• High proficiency in artificial intelligence platforms and modern digital collaboration tools.

• Exceptional communication skills with demonstrated ability to engage global corporate heads.

• Fast, flexible working approach with the capacity to overlap with US hours (5pm - 8pm SAST) and structure client meetings flexibly.

• Experience taking meeting transcripts accurately.

Desirable Requirements

• Experience managing cross-border schedules across UK and US (5pm - 8pm SAST) time zones.

Required Software Skills

• Microsoft Office 365

• Claude

• Chat Co Work

Originally posted on Himalayas