Key Responsibilities

Administrative & Personal Support

• Manage follow-ups, reminders, and task tracking
• Organize documents, files, and correspondence
• Assist with scheduling, coordination, and inbox support
• Handle confidential information with discretion

Client & Business Support

• Support preparation of presentations, reports, and client materials
• Assist with drafting emails and follow-up notes
• Help organise client information and workflows
• Support ongoing projects related to finance, banking, or advisory work

Digital & AI Support

• Advanced use of Microsoft Word, Excel, and PowerPoint
• Assist with professional presentation formatting
• Use AI tools (e.g. ChatGPT) to improve efficiency and research
• Support basic research and content structuring

Requirements

• Excellent written and spoken English (mandatory)
• French is a strong advantage
• Very strong command of Microsoft Office (especially PowerPoint and Excel)
• Comfortable using AI tools for productivity
• Highly organised, reliable, and proactive
• Ability to work independently and meet deadlines
• Interest or exposure to finance, banking, consulting, or professional services

What We Offer

• Fully remote role
• Exposure to finance, private banking, and client advisory work
• Long-term collaboration potential
• Opportunity to grow in a high-level professional environment

Location: Remote

Salary: Attractive