At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

We’re seeking a dynamic Executive Assistant to join the Franklin Templeton UK Sales team. In this role, you will be responsible for supporting the Head of the UK and the UK distribution team plus any other business partners or functions deemed necessary to execute our business efficiently and provide administrative support to ensure smooth business operations.

Collaborating closely with senior leadership across the UK, and Canada businesses, you’ll play a crucial part in driving the business forward, offering full support behind the scenes. This role requires someone to be in the office a minimum of 3 days per week.

What are the ongoing responsibilities of an Executive Assistant?

Strategic Support:

• Collaborate with senior leaders and distribution teams to facilitate the execution of the strategic plan.
• Monitor and manage departmental budgets to ensure financial alignment.
• Document and maintain detailed meeting minutes for key departmental meetings.
• Assist in creating and distributing internal and external communications.

Diary & Travel Management:

• Organize and manage individual and team calendars, anticipating needs and planning effectively.
• Ensure the team is well-prepared for meetings by providing all necessary documentation in advance.
• Coordinate complex domestic and international travel arrangements, including detailed itineraries and subsequent expense reporting

Executive & Administrative Assistance:

• Deliver administrative support to senior executives, including meeting coordination, handling emails, correspondence, mail, invoice processing, expense reporting, filing, and scanning.
• Ensure the team is well-prepared for meetings by providing all necessary documentation in advance.
• Serve as a liaison between executives, internal staff, clients, and external contacts.
• Coordinate legal document signings and oversee formal processes.
• Plan and manage departmental events, including booking meeting rooms, setting up
• A/V equipment, arranging catering, and handling logistics.
• Prepare high-quality spreadsheets, professional documents, and PowerPoint presentations.
• Welcome visitors and manage office interactions with professionalism and efficiency.
• Compile and analyze data for departmental projects and initiatives.
• Collaborate with business units such as Technology and Facilities to meet operational requirements.
• Provide administrative support for visiting staff, including coordination of trip itineraries.
• Assist UK sales staff with ad-hoc requests such as travel arrangements, meeting coordination, and event planning.

What ideal qualifications, skills and experience would help the Executive Assistant be successful?

• Significant administrative experience supporting senior management in a professional setting
• Experience in the finance industry or a corporate environment is highly desirable.
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Teams) and SharePoint.

Relationship Building & Communication:

• Exceptional relationship-building and communication skills, both written and verbal.
• Proven ability to collaborate with senior management and engage with high-profile clients.

Highly Organized:

• Strong organizational skills with the ability to maintain structured files and records.
• Capable of prioritizing and managing multiple tasks in a fast-paced environment.
• Keen attention to detail with the ability to proofread and edit documents with accuracy.

Discreet & Trustworthy:

• Demonstrated ability to handle confidential information with discretion and exercise sound judgment in line with department guidelines.
• Professional demeanour, capable of maintaining composure in a corporate setting.

Adaptable & Resilient:

• Strong problem-solving skills with the ability to quickly assess situations and make decisions with minimal guidance.
• Ability to remain calm under pressure and adapt swiftly to changing circumstances.
• Flexibility to meet the needs of a complex group of stakeholders.

Experience our welcoming culture and reach your professional and personal potential!

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered. 

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. 

As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.

As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively. 

If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.

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