PA/EA TO CO-FOUNDER INVESTMENT FIRM / FAMILY OFFICE

Investment firm seeks a primarily Personal Assistant (with occasional corporate tasks) to support one of the Co-Founders in a boutique investment office in Mayfair.

The UHNW Co-Founder requires an experienced assistant who will help them maximize their networking potential, whilst also managing all aspects of their personal affairs. 

The role involves working as a part of an administrative support team, tracking and managing multiple business/personal contacts, managing the principal’s day-to-day schedule, and acting as a front of knowledge, research, and reminders(!)

The ideal candidate will have extensive experience within a similar role, be degree educated, have meticulous verbal and written communication skills and will thrive in a demanding environment, able to deal with repetitive but crucial tasks.

This is a highly valued role where longevity is rewarded and absolute discretion is expected. Strong teamwork and a can-do attitude are essential for the role.

Hours:              Full Time with out of hours and weekend support expected (but not onerous)

Location:         Mayfair, office-based

Responsibilities include, but not limited to:

A detail-oriented approach to managing the principal’s needs across the following key areas, whilst retaining a sense of humour at all times:

Private Support           

• Managing extensive global travel arrangements and complex itineraries for the principal, – sometimes at a moment’s notice. Researching the best prices and negotiating delas where possible and/or appropriate.  The ideal candidate will also research the preferred and most sought-after destinations and experiences.
• Juggling the principal’s diary to ensure private meetings and appointments are optimised.  Liaising with driver to make sure that all appointments are flagged in advance of travel.
• Personal lifestyle management, making all appointments, taking ownership of memberships, recurring appointments, purchasing preferences, and keeping up to date with the latest developments in health & fitness supplies.
• Management of home in London and household staff, ensuring that the property is maintained to the principal’s high standard.
• Personal shopping for thoughtful touches for the principal’s family and friends. The principal highly values his relationships and as such these relationships must be handled with a high level of care- including birthdays, anniversaries, births, weddings etc., etc..
• Managing appointments for the principal’s partner, researching activities, assisting with travel.
• Management of dog care, treatment, veterinary appointments.
• Reconciling all expenses.
• Miscellaneous/ad hoc tasks, e.g. car hire, insurance, visas etc..

Business Support

• Exacting management of the principal’s diary: booking meetings; coordinating conference calls; arranging appointments; coordinating with other assistants to ensure no clashes with other principals.
• Management of email inboxes, supporting the principal and reminding them of follow-up where necessary.  Precise written English skills are non-negotiable in this respect.
• Business travel management including special itineraries, and last-minute travel requirements. Seamless, friction-free logistics are expected.
• Detailed contact management and understanding of priorities and relationships.
• Upwardly managing principal: need to be one step ahead to anticipate needs.
• Expense reconciliation.
• Some overlap with team support, assisting the CIO.
• Some office-centric duties.

Candidates must be / have:

• Degree-educated with at least 3+ years’ experience in a similar role.
• Able to always exercise discretion and confidentiality.
• Acute attention to detail and be highly organised by nature.
• Exceptional communication skills, written and verbal, highly numerate.
• Flexibility to be on-call 24/7.
• Excellent organisation skills and an ability to think proactively and prioritise work
• The instinct to think ahead– direction and support will be provided however the right candidate must be autonomous, an excellent observer and anticipate the next move.
• Advanced diary skills, Microsoft Office- proficient and generally tech-savvy.
• Team player, able to ask for guidance and provide support where needed.
• Professional and well-presented, exceptionally high EQ.
• Calm under pressure and a natural problem solver.
• Familiarity with the family office environment is beneficial.
• Maturity, self-sufficiency, and the equanimity to withstand mercurial characters is a definite plus.

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IMPORTANT

We receive a considerable amount of applications for every position and there is tough competition in the employment market.  In order to process your application as efficiently as possible, please note the following instructions when responding:

• Detail your relevant experience in a cover letter and include this on an up to date CV
• Quote your required salary
• Let us know your availability for interview and when you could start
• If you can forward references to us, these can only strengthen your application

The more information you can give us, the more we can demonstrate to the client that you are exactly what they are looking for and send your CV on quickly. 

 Please note that these instructions apply to ALL candidates and applications that do not meet these criteria may not be considered.

 Send your information to: kirsty@sorted-pa.com

It is SORTED’s policy, as a matter of courtesy, to respond to all applications within five working days. However, because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future.