From the big four — KPMG, EY, PwC and Deloitte — to smaller, independent and boutique advisory firms, this space is known for attracting and retaining high-calibre executive assistants.
The advisory space is often early adopters of new business models, trends and philosophies, so advisors need forward-thinking EAs who can keep up with industry trends. Emerging SaaS products, tools and techniques evolve rapidly, so executives rely on executive assistants to keep up-to-date with the latest tools for productivity, project management and efficiency.
Advisory clients are more likely to see the value of the business partner executive assistant — a strategic partner who acts as a second pair of ears and eyes to the executive. Executives who feature EAs as part of the senior leadership team are increasingly common in this industry.
Most firms expect a high level of professionalism from EAs, including personal presentation, written and oral communication. Typical EA responsibilities including diary management, correspondence and administrative support are likely to be well regarded in the advisory industry. Naturally, a successful executive assistant is expected to be highly organised, detail oriented, proactive, efficient and calm under pressure.
Executive assistants who are familiar with project management and productivity tools like Monday, Asana, AirTable or ClickUp will have an edge in the advisory space. These innovators are the first to experiment with new models of efficiency. Use of digital whiteboard tools like Miro and Mural are also important. Regardless of the tool, a willingness to learn and be open to new ways of working is essential for EAs in the advisory industry.