Executive Assistant
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Key skills for this role
About the Role
Independent practice in Dubai serving HNI clients for financial planning. The company focuses on long-term relationships, aligning technical expertise with personalized relationship management to support clients.
Key Skills for This Role
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Company Description
Independent practice in Dubai serving HNI clients for financial planning.
The company focuses on long-term relationships, aligning technical expertise with personalized relationship management to support clients.
Role Description
This is a full-time, Executive Assistant role based in Dubai, United Arab Emirates.
The Executive Assistant will provide high-level administrative and executive support, including:
Manage calendar and schedule client and partner meetings
Prepare, track, and submit client documentation — KYC, account opening, AML, proposals, onboarding & servicing paperwork
Manage client correspondence and follow-ups with custodians, asset managers, insurance providers, and other stakeholders
Maintain client files, pending lists, and follow-up trackers
Handle confidential client information with absolute discretion
As you settle in, the role grows into operations and marketing support.
The right person will want to grow with the practice, not pass through it.
Qualifications
- 2+ years in admin, coordination, finance support, or operations — financial services, insurance, or accounting background a strong advantage
- Excellent written and spoken English
- Strong attention to detail and follow-through with financial paperwork
- Comfort working with AI tools
- Self-driven
- Absolute discretion handling confidential client information
- Proficiency in MS Office (Outlook, Word, Excel)
- A long-term mindset — looking to grow with the practice, not job-hop
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