A unique opportunity for an EA with a passion for providing close, traditional 1:1 support to an extremely busy and well-connected Managing Partner at a highly regarded family office / asset management firm.
The Managing Partner is extremely well-connected in both political and financial circles and there is a high-volume of correspondence, external relationships and information to manage in this role. Fast, accurate typing is therefore essential and will be tested (wpm +).
The ideal background will combine prior experience in an investment or family office setting with political or charitable liaison work.
This role is full time, 8:am - 5:pm and is based in the office 5 days a week.
Working as part of a support staff function of five in an office of people, an ability to thrive in a close-knit, collegiate culture is essential. You will work very closely with the Head of Family office to provide seamless support in a business and private capacity.
With 8- years experience gained in a similar role, you are bright and curious with a high appetite for learning and anticipating requirements before being asked
Regular tasks will include:
• Managing complex and ever-changing diaries and multi-stop international travel (business and person)
• Managing inboxes, contact databases, and confidential records via Outlook, CRM systems, and secure password management tools
• Drafting, reviewing and editing correspondence via live and digital dictation on behalf of the Managing Partner (fact-checking and sense-checking where required)
• Preparing documents, reports, and presentations; capturing notes and action points in fast-paced meetings
• Maintaining investment records and overseeing transactions, liaising with private banks and accountants as required
• Supporting the Senior Partner’s professional, political and charitable interests
• Liaising with household staff (London and country), the Principal’s wife and broader family, and external service providers to coordinate personal arrangements
• Organising and manage private events and engagements including group theatre/concert/festival outings, restaurant bookings and shoots
• Providing light out-of-office (OOO) support when required
Essential Requirements
• Significant experience supporting C-suite or Principal-level executives across personal and professional matters, within a family office or boutique asset management environment
• Fast, accurate typing (+ WPM preferred)
• Exceptional organisational skills with the ability to prioritise and manage multiple tasks simultaneously and under pressure
• Highly numerate with strong attention to detail
• Excellent written communication skills, demonstrating flawless grammar and spelling
• Strong IT proficiency across Microsoft Office, CRM systems and related platforms
• Discreet, professional, able to maintain calm and confidence in fast-moving situations
• Collaborative, team-focused, and aligned with an ego-free working culture
• Confident around dogs
• Solutions focused with a proactive and resourceful approach in high-trust setting
• Knowledge of investment and financial terminology
• Experience in event planning for HNW individuals
• Familiarity with political or charitable liaison work extremely desirable
Perks include a bright, modern West End office environment, discretionary annual bonus, % pension, exceptional private health plan, days holiday plus bank holidays.