Executive Assistant - Financial Services

Our client is a Geneva-based, FINMA-regulated boutique investment and wealth

Executive Assistant - Financial Services

Our client is a Geneva-based, FINMA-regulated boutique investment and wealth management firm, providing tailored investment solutions and high-touch advisory services. With a small, agile team, the firm combines research-driven insights with a collaborative, client-focused approach. The firm operates from modern, well-equipped offices in central Geneva.

Executive Assistant - Financial Services

The firm is seeking an experienced Executive Assistant to support the CEO and executive team. This is a hands-on, stand-alone role, as the right hand of the CEO, in a boutique, fast-paced environment. This is a unique opportunity for someone who enjoys a dynamic, entrepreneurial environment and wants to make a tangible impact in a growing boutique firm.

The successful candidate will handle executive PA/EA responsibilities. You don't need to come from a bank, but should have at least some familiarity with banking and financial services terminology (, KYC, client onboarding, investment documentation). This role may suit someone from a family office or boutique investment firm seeking a fresh challenge, where you can provide first-class support, join a young and growing team, and have real impact and visibility. This is a full-time, office-based role with no home-office option.

Key responsibilities:

• Answering telephone calls and managing emails professionally

• Receiving clients and visitors, ensuring a polished front-of-office presence

• Organising meetings, managing appointments, and coordinating calendars

• Managing post, deliveries, office supplies, and liaising with service providers

• Supporting onboarding of new joiners (badges, IT s, office access)

• Handling expense processing and ad-hoc administrative tasks

• Assisting with internal and external projects, ensuring follow-up and attention to detail

• Acting as a proactive point of contact for IT and other service providers

• Minimum 5 years' experience as a PA or Executive Assistant in banking, asset management, or a family office/boutique investment firm (preferred).

• Familiarity with banking and financial services terminology (, KYC, client onboarding, investment documentation)

• Mature, professional, well-presented, and energetic, with excellent interpersonal and client service skills

• Proactive, independent, and highly reliable; able to thrive in a small, dynamic, high-impact boutique environment

• Calm under pressure, adaptable, with strong attention to detail and organizational skills

• Fluent in English and French

• Strong IT skills, including MS Office; quick to pick up new systems

• Full-time, office-based role; occasional flexibility on working hours may be required. Home office not available

• Valid Swiss work permit required; ideally residing within easy reach of central Geneva (frontaliers accepted) jpida250132cv jpit0313cv jpiy26cv