Executive Assistant

Company Overview

Fin 1 Wealth Management is a private practice in Dubai that supports high-net-worth clients with financial planning. The firm emphasizes durable client relationships and combines technical know-how with tailored relationship management to serve its clientele.

Role Summary

This is a full-time Executive Assistant position based in Dubai, United Arab Emirates. The role centers on providing senior-level administrative and executive support and will expand over time into broader operations and marketing assistance. The ideal candidate is someone who wants to build with the practice for the long term rather than treat the role as a short stop.

Core Duties

• Organize calendars and coordinate meetings with clients and partners.
• Prepare, monitor, and file client paperwork, including KYC, account-opening documents, AML material, proposals, onboarding forms, and servicing records.
• Handle client communications and keep follow-ups moving with custodians, asset managers, insurance providers, and other external parties.
• Keep client records, pending items, and follow-up trackers up to date.
• Safeguard sensitive client information with complete confidentiality.

Growth Scope

As the role becomes established, responsibilities are expected to expand into operational support and marketing assistance.

Candidate Profile

• At least 2 years of experience in administration, coordination, finance support, or operations; exposure to financial services, insurance, or accounting is a strong plus.
• Strong command of written and spoken English.
• High accuracy and diligence when managing financial documents.
• Comfortable using AI-based tools.
• Self-motivated and able to work independently.
• Trusted to handle confidential client details with discretion.
• Proficient with MS Office, especially Outlook, Word, and Excel.
• Interested in building a long-term career with the practice rather than frequently changing jobs.

Additional Notes

The role calls for someone who can settle in, contribute consistently, and grow with the business over time.