Executive Assistant Financial Services – Find Your Dream Role

If you’re considering a career as an Executive Assistant in financial services, discover everything you need to know about executive assistant financial services jobs.

If you’re searching for executive assistant financial services roles, you probably already know that EA jobs in this sector are not only highly sought-after but also come with excellent career progression, competitive salaries, and the chance to work at the beating heart of global business.

From supporting senior executives in investment banks to assisting partners in private equity, Executive Assistant financial services roles offer variety, challenge, and prestige in equal measure.

But how do you actually land your dream job in such a competitive field? Below, we’ll share our top tips — from crafting the perfect CV to mastering the interview, and why working with a specialist recruitment consultancy like VWA could be your secret weapon.

Why Choose an EA Career in Financial Services?

Financial services is one of the most exciting and rewarding sectors for Executive Assistants. Here’s why:

High-level exposure: You’ll be supporting senior leaders — often C-suite executives — meaning you’ll gain first-hand insight into strategic decision-making.

Dynamic pace: The sector moves fast. No two days are the same, and you’ll need to stay sharp and adaptable.

Career development: Experience in financial services is highly valued across industries, making it a strong foundation for future career progression.

Attractive packages: Competitive salaries, bonuses, and benefits are the norm, reflecting the demands and responsibility of the role.

Prestige: Let’s be honest — being an EA at a leading investment bank or private equity firm sounds pretty impressive on your CV.

Of course, these benefits come with expectations: resilience, discretion, and the ability to thrive under pressure. If you can handle anything from last-minute diary changes to global travel logistics, then financial services could be the perfect fit for you.

Top Tips to Landing Your Dream Executive Assistant Financial Services Role

So, how do you stand out from the crowd and secure the EA role you’ve been dreaming of? Let’s break it down.

1. Craft a CV That Shines

Think of your CV as your first interview. In financial services, where attention to detail is paramount, a sloppy CV is a deal-breaker. Keep it concise (no more than two pages), well-structured, and tailored to the role you’re applying for.

Highlight achievements, not just responsibilities: Instead of “managed diaries,” try “successfully coordinated complex international travel for three executives, ensuring seamless schedules across multiple time zones.”

Showcase sector experience: If you’ve worked in financial services before, make it prominent. If not, highlight transferable skills from fast-paced industries.

Include tech skills: Proficiency in Microsoft Office, Outlook, and scheduling software is a must. Bonus points if you’ve used financial or CRM systems.

Pro tip: Proofread, proofread, proofread. A typo on a CV for financial services? That’s like wearing trainers to a black-tie event. Discover more top CV writing tips here.

2. Nail the Interview Process

Once your CV gets you through the door, the interview is your chance to shine. Here’s how to prepare:

Do your research: Understand the firm’s history, values, and recent news. It shows initiative and genuine interest.

Prepare competency-based examples: Think STAR (Situation, Task, Action, Result). Be ready to discuss how you’ve handled last-minute changes, managed conflicting priorities, or dealt with confidential information.

Demonstrate resilience: Financial services executives often work long hours under pressure. Show you can stay calm, adaptable, and effective in high-pressure situations.

Ask thoughtful questions: Not “What does your company do?” (please, no). Instead, ask about team culture, growth opportunities, or how success in the role is measured.

Remember: confidence is key, but humility matters too. Show that you’re proactive and professional, but also approachable — EAs are trusted partners, not gatekeepers with attitude.

3. Leverage the Power of a Specialist Recruitment Consultancy

The financial services market is competitive, and sometimes even the most polished CVs can get lost in the shuffle. That’s where working with a specialist EA recruitment consultancy like VWA can make all the difference.

At VWA, for example, we’ve got insider industry knowledge. We understand what financial services firms are really looking for in an EA, beyond the job description. Plus, as a trusted agency with years of experience, we’ve also got access to exclusive roles that aren’t advertised publicly.

Plus, at VWA, we’re all about working in partnership with you. From CV feedback to mock interview practice, we’ll equip you with the tools you need to succeed. And we don’t stop there. At VWA, we won’t just place you in a role and move on — we’re here to support your career journey for the long haul.

4. Build Your Soft Skills

In financial services, technical skills are important — but soft skills are what set outstanding EAs apart.

Communication: Clear, confident, and professional communication with executives, colleagues, and clients is essential.

Organisation: You’ll be juggling diaries, meetings, and last-minute changes daily. Organisation is non-negotiable.

Discretion: Financial services involves sensitive information. Trust is everything.

Emotional intelligence: Being able to read the room, anticipate needs, and act with diplomacy will make you invaluable.

Invest in developing these skills — they’re what make you more than just an assistant. They make you indispensable.

5. Network and Stay Informed

The financial services world thrives on connections, and so should you. Attend industry events, join professional networks, and stay up to date with financial news. Even being able to reference recent market developments in an interview can set you apart as someone who understands the bigger picture.

Networking doesn’t just help you find opportunities — it helps you grow as a professional, gain mentors, and stay inspired.

Ready to Find Your Dream Executive Assistant Financial Services Job?

At VWA, we’ve been specialising in EA recruitment since 1989, and financial services has always been at the heart of what we do. We know the sector inside out, from the culture of investment banks to the unique demands of private equity firms. We’ve helped thousands of candidates land their dream roles — and we’d love to help you too.

Executive Assistant financial services roles are some of the most rewarding opportunities in the business support world. They’re demanding, yes — but they also offer unparalleled experience, exposure, and career development.

By perfecting your CV, preparing thoroughly for interviews, honing your soft skills, and working with a specialist consultancy like VWA, you’ll give yourself the best possible chance of finding your dream EA role.

So, if you’re ready to take the next step in your EA career, why not partner with us? At VWA, we’re here to guide, support, and champion you every step of the way.