Executive Assistant

Position Overview

Harris Williams is a global investment bank specializing in mergers and acquisitions (M&A) and private capital advisory services. For more than 30 years, clients worldwide have relied on the firm to unlock value, pursue ambitious goals, and achieve premium outcomes through strategic advice and precise execution.

The firm values collaboration, excellence, and a team-oriented culture. Employees are encouraged to make a meaningful impact while working alongside smart, driven, and principled colleagues.

Job Description

The Role

Harris Williams is seeking a motivated and detail-oriented Executive Assistant I to serve as the center of communication for a team of investment bankers. This role involves keeping the team organized and running smoothly by managing complex calendars, coordinating travel, and executing the details behind meetings and conferences.

The Executive Assistant will work closely with Operating Support Staff and teammates in a fast-paced environment with constantly shifting priorities. The successful candidate will be a dependable partner who is ready to contribute wherever needed to help the team succeed.

Why This Role Is Unique

This is an opportunity to build a career at a premier M&A and private capital advisory firm while working directly alongside investment bankers. The role provides firsthand exposure to the deal process from pitch to close, as well as role-specific training designed to support success.

Over time, the Executive Assistant will have opportunities to take on special projects, streamline team processes, and expand responsibilities while developing new skills within a collaborative, one-firm culture.

Core Responsibilities

• Communication Hub: Serve as the center of communication for the team, prepare professional business communications, and act as a point of contact between bankers and the rest of the firm.
• Calendar Management: Manage complex calendars for multiple executives, prioritize schedules, and identify and resolve conflicts.
• Logistics and Travel Coordination: Coordinate domestic and international travel arrangements.
• Expense and CRM Management: Prepare accurate and timely expense reports and maintain the team’s CRM by logging client contacts and touchpoints to support relationship management and business development.
• Meeting and Conference Execution: Plan and execute meetings and conferences, including conference room reservations, catering, audio/visual requirements, and other essential services.
• Team Collaboration: Work closely with Operating Support Staff and teammates, contributing wherever needed to keep the team running smoothly.

Qualifications and Experience

Required

• At least two years of related experience.
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, as well as Microsoft Teams.
• Ability to manage extensive calendar and contact management responsibilities.
• Editing and formatting skills in PowerPoint using templates.

Preferred

• Experience managing multiple executive inboxes, prioritizing emails, and responding on a banker’s behalf when appropriate.
• General Excel formula skills for organizing data and developing dashboards.
• Interest in learning the M&A and private capital advisory deal process from pitch to close.
• Familiarity with Concur and CRM systems, with the ability to learn new tools quickly.
• Experience in finance or professional services.
• Comfort using technology, including AI tools, to streamline workflows and improve efficiency.

Key Competencies

• Proactive and self-starting: Anticipate next steps, work ahead, and use available resources before requesting direction.
• Collaborative and humble: Approach tasks with humility and enthusiasm, share ideas and credit, and view challenging assignments as opportunities to grow.
• Detail-oriented and accountable: Take pride in producing accurate work, proofread materials before distribution, and seek feedback throughout projects.
• Trustworthy and discreet: Maintain confidentiality and handle sensitive and personal information with sound judgment, tact, and discretion.
• Intellectually curious: Ask questions to deepen understanding of the M&A and private capital advisory process, track deal progress, and anticipate team needs.
• Clear communicator: Express ideas clearly in writing and verbally, remain responsive, acknowledge requests, and clarify deadlines.

Culture and Growth

Harris Williams offers a highly collaborative, high-expectations environment where employees are empowered to take ownership and make a visible impact. The firm values curiosity, accountability, and a strong team-first mindset.

Employees are expected to contribute meaningfully, grow quickly, and work alongside passionate colleagues committed to excellence and continuous improvement.

Additional Information

• Candidates must have the right to work in the United Kingdom without visa sponsorship.
• This is an in-office role.
• Limited after-hours email availability is expected.
• Responsibilities and areas of focus may evolve based on business needs.

Preferred Skills

• Calendar management
• Office administration
• Organization
• Presentation development
• Prioritization
• Research

Additional Competencies

• Accuracy and attention to detail
• Confidentiality
• Desktop tools
• Effective communication
• Flexibility and adaptability
• Office administration

Education and Work Experience

Roles at this level typically require an associate degree or equivalent, along with related experience or product knowledge sufficient to perform the primary duties. The position typically requires four or more years of related business or functional experience. In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.

Certifications and Licenses

No required certifications or licenses.