Executive Assistant & Office Manager

About WillU Group

WillU Group is an expanding financial services firm focused on simplifying and consolidating access to diverse financial solutions such as business and life insurances, private medical and employee benefits, workplace pensions, foreign exchange, and wealth management for SMEs, entrepreneurs, and high-net-worth clients across the UK.

Position Summary

This role combines the responsibilities of an Executive Assistant and Office Manager, acting as a critical operational liaison connecting senior leadership with sales, marketing, events, office functions, and external collaborators. The successful candidate will alleviate executive administrative burdens, enhance internal processes, and ensure a seamless professional experience for all stakeholders. This role offers variety, ownership, and significant influence within a rapidly growing company.

Key Responsibilities

• Deliver outstanding executive and personal assistance to senior leaders, including managing schedules, meetings, travel arrangements, and follow-up tasks.
• Assist with coordinating WillU's expanding events portfolio such as networking events, client hospitality, charity functions, and business gatherings.
• Oversee daily office operations to maintain a professional and welcoming environment.
• Support HR activities including recruitment administration, onboarding, offboarding, and company-wide communications.
• Maintain business administration functions including drafting communications, supporting board and leadership meetings, and tracking action items.
• Assist sales and partnership efforts by organizing meetings, managing invitation lists, and supporting strategic partnerships.
• Plan and execute event logistics covering venue management, guest coordination, supplier liaison, catering, branding, and post-event assessments.
• Foster a positive team culture through organising team lunches, celebrations, wellbeing initiatives, and other company events.

Experience and Skills Required

• Proven background as a Personal Assistant, Executive Assistant, Office Manager, or in a comparable operational role.
• Exceptional organisational skills with meticulous attention to detail.
• Strong communication skills coupled with a professional and confident demeanor.
• Ability to prioritize and juggle multiple projects simultaneously while maintaining quality standards.
• Proficiency in Microsoft Office applications.
• Preferred but not mandatory: experience in financial services, CRM tools (such as Monday.com or HubSpot), coordinating corporate networking events, supplier management, and experience in fast-scaling environments.

Indicators of Success

• Senior directors experience reduced administrative load, allowing increased focus on growth and leadership duties.
• Events are professionally managed independently of direct leadership involvement.
• Scheduling is proactive and oriented towards business objectives.
• Office operations consistently deliver a professional experience to all visitors and staff.
• Client and prospect events grow into an influential business development channel.
• Internal communications improve, supporting employee satisfaction during rapid growth.

Personal Qualities

The ideal candidate is highly organised, proactive, resourceful, calm under pressure, commercially aware, personable, confident in engaging with senior executives, and capable of independently driving tasks to completion.

Purpose of the Role

As WillU scales its operations nationally, this position enables senior leadership to concentrate on revenue, client relationships, and strategic leadership by ensuring operational excellence behind the scenes. This role represents a pivotal support function critical to the company’s growth trajectory.