Executive Assistant for UHNW CEO/Entrepreneur - Notting Hill (based in office 5 days) Supporting a dynamic and very interesting entrepreneur in all his business interests. One Year maternity contract to start asap. This is a top opportunity for an exceptional degree standard Executive Assistant to join the private office of a dynamic and highly successful UHNW Founder with an interesting diverse portfolio of business and personal interests to include innovative tech, hospitality, property and much more. Responsibilities stretch across strategic business coordination, and communication management, project oversight, and stakeholder liaison, this is far more than a traditional support role. You will have supported an entrepreneurial style boss/CEO in the past and used to a fast paced level of support and have the experience to step in with a handover. C suite level skills at senior level is required. You'll operate as a strategic extension of the Founder, enabling him to remain focused, prepared, and aligned with the broader goals of his ventures. A calm, confident and ultra-professional demeanour is key, able to judge priorities and support the CEO in all aspects You will report into the Chief of Staff and be part of a high-functioning, collegiate support team, including a Private Personal Assistant. This is a Fixed Term Contract role with an immediate start and runs through to October 2026. Primary point of contact across the Founder's businesses for scheduling and coordination Full management of a demanding and ever-changing diary Daily briefing packs and comprehensive meeting preparation Inbox management and acting as communications gatekeeper Coordination of domestic and international travel Liaison with investors, board members, senior execs and external stakeholders Drafting high-level correspondence and ensuring timely, professional responses Attendance at meetings where required, managing actions and follow-ups Business & Strategic Operations Oversight of key business goals and deadlines across multiple ventures Partnering with business leads to track progress and flag emerging priorities Project support as needed, across commercial and personal ventures Regular interaction with the Chief of Staff and senior team Handling highly sensitive information with discretion and poise About you Minimum 5 years' experience supporting a CEO, Founder or entrepreneur Commercially savvy, with B2B SaaS / investment exposure Immaculate organisational skills and attention to detail Excellent judgement, communication, and writing skills A calm, agile mindset with the ability to anticipate needs High EQ and the ability to build strong, discreet relationships Fluent in Google Workspace & MS Office Degree level A truly rewarding role for a high-performing EA who thrives in pace, values discretion, and enjoys being deeply embedded in the success of the business and the individual they support. Excellent package bonus and working within a top supportive team. Ref : EM/ST2_ Executive Assistant for UHNW CEO/Entrepreneur - Notting Hill Your First Name Your Last Name Your Email Address Your Friend's Email Address Message - You can also use your social account to sign in. First you need to: - "Not got an account? Please sign up here." Please enter your email below to be sent a password reset email. Please enter your email below to be sent a password reset email. Email Address Send Us Your CV First Name Last Name Email Address Password Sectors LinkedIn Url Upload CV From your computer - or - From cloud storage File-types:doc docx pdf rtf odt wps
Aug 07, 2025
Full time
Executive Assistant for UHNW CEO/Entrepreneur - Notting Hill (based in office 5 days) Supporting a dynamic and very interesting entrepreneur in all his business interests. One Year maternity contract to start asap. This is a top opportunity for an exceptional degree standard Executive Assistant to join the private office of a dynamic and highly successful UHNW Founder with an interesting diverse portfolio of business and personal interests to include innovative tech, hospitality, property and much more. Responsibilities stretch across strategic business coordination, and communication management, project oversight, and stakeholder liaison, this is far more than a traditional support role. You will have supported an entrepreneurial style boss/CEO in the past and used to a fast paced level of support and have the experience to step in with a handover. C suite level skills at senior level is required. You'll operate as a strategic extension of the Founder, enabling him to remain focused, prepared, and aligned with the broader goals of his ventures. A calm, confident and ultra-professional demeanour is key, able to judge priorities and support the CEO in all aspects You will report into the Chief of Staff and be part of a high-functioning, collegiate support team, including a Private Personal Assistant. This is a Fixed Term Contract role with an immediate start and runs through to October 2026. Primary point of contact across the Founder's businesses for scheduling and coordination Full management of a demanding and ever-changing diary Daily briefing packs and comprehensive meeting preparation Inbox management and acting as communications gatekeeper Coordination of domestic and international travel Liaison with investors, board members, senior execs and external stakeholders Drafting high-level correspondence and ensuring timely, professional responses Attendance at meetings where required, managing actions and follow-ups Business & Strategic Operations Oversight of key business goals and deadlines across multiple ventures Partnering with business leads to track progress and flag emerging priorities Project support as needed, across commercial and personal ventures Regular interaction with the Chief of Staff and senior team Handling highly sensitive information with discretion and poise About you Minimum 5 years' experience supporting a CEO, Founder or entrepreneur Commercially savvy, with B2B SaaS / investment exposure Immaculate organisational skills and attention to detail Excellent judgement, communication, and writing skills A calm, agile mindset with the ability to anticipate needs High EQ and the ability to build strong, discreet relationships Fluent in Google Workspace & MS Office Degree level A truly rewarding role for a high-performing EA who thrives in pace, values discretion, and enjoys being deeply embedded in the success of the business and the individual they support. Excellent package bonus and working within a top supportive team. Ref : EM/ST2_ Executive Assistant for UHNW CEO/Entrepreneur - Notting Hill Your First Name Your Last Name Your Email Address Your Friend's Email Address Message - You can also use your social account to sign in. First you need to: - "Not got an account? Please sign up here." Please enter your email below to be sent a password reset email. Please enter your email below to be sent a password reset email. Email Address Send Us Your CV First Name Last Name Email Address Password Sectors LinkedIn Url Upload CV From your computer - or - From cloud storage File-types:doc docx pdf rtf odt wps
An international boutique fine art advisory and dealership is looking for a Chief of Staff to join their established and expanding team. The company, based in Mayfair for ten years with a focus on the USA, is exceptionally dynamic and experiencing a period of intense growth. The Chief of Staff will facilitate structure, organization, and efficiency across the wider business and activity streams, acting as a trusted member of the leadership team. Responsibilities: Finance Management: Central role in daily business operations, managing funds across the company and the private offices of the two principals. Responsible for issuing daily financial reports to the board and proactively responding to financial forecasts. Experience in budget management and identifying financial problems in advance is essential. People Management: Streamlining the onboarding of new colleagues, ensuring appropriate resources and permissions are in place. Responsible for ensuring compliance with legal and regulatory requirements across jurisdictions. Compliance: Ensure the company and wider group's compliance with legal and regulatory requirements within various jurisdictions. Work closely with legal and financial advisors to inform long-term strategizing. Asset Management: Manage different kinds of international assets such as cars, yachts, wine, real estate, and venture capital, in collaboration with the principals' personal team. Technology Management: Responsible for managing IT contracts and promoting smart ways of working. Requirements: Proven leadership role within the HNW, luxury, or family office sector. Ability to work flexible hours according to the principals' time zones and willingness to travel as needed. Excellent interpersonal and communication skills, with a positive and collaborative energy. Operate with the highest levels of respect, discretion, and confidentiality. The company is looking for someone smart, capable, and personable to join the team for an exciting future ahead. Excellent package offered.
Feb 18, 2025
Full time
An international boutique fine art advisory and dealership is looking for a Chief of Staff to join their established and expanding team. The company, based in Mayfair for ten years with a focus on the USA, is exceptionally dynamic and experiencing a period of intense growth. The Chief of Staff will facilitate structure, organization, and efficiency across the wider business and activity streams, acting as a trusted member of the leadership team. Responsibilities: Finance Management: Central role in daily business operations, managing funds across the company and the private offices of the two principals. Responsible for issuing daily financial reports to the board and proactively responding to financial forecasts. Experience in budget management and identifying financial problems in advance is essential. People Management: Streamlining the onboarding of new colleagues, ensuring appropriate resources and permissions are in place. Responsible for ensuring compliance with legal and regulatory requirements across jurisdictions. Compliance: Ensure the company and wider group's compliance with legal and regulatory requirements within various jurisdictions. Work closely with legal and financial advisors to inform long-term strategizing. Asset Management: Manage different kinds of international assets such as cars, yachts, wine, real estate, and venture capital, in collaboration with the principals' personal team. Technology Management: Responsible for managing IT contracts and promoting smart ways of working. Requirements: Proven leadership role within the HNW, luxury, or family office sector. Ability to work flexible hours according to the principals' time zones and willingness to travel as needed. Excellent interpersonal and communication skills, with a positive and collaborative energy. Operate with the highest levels of respect, discretion, and confidentiality. The company is looking for someone smart, capable, and personable to join the team for an exciting future ahead. Excellent package offered.
Senior Private PA (with Chief of Staff Duties) - Knightsbridge Senior Private PA (with Chief of Staff Duties) - Knightsbridge £100 - £110,000 + bonus + bens package 6 - 7 years+ in a senior private PA position mainly based in the household and longevity is needed for this role to be considered. An outstanding role has arisen for a polished (degree standard preferred) Senior Private PA (with Chief of Staff duties) to oversee the management of a busy fully staffed household and to support this UHNW Family in all Private & Household matters. This is a very important role for the family who are looking for a long term commitment with someone who has very high standards and will take care of their private requirements and keep the household running extremely well. A good communicator, excellent at dealing with staff and suppliers alike, you will have a pleasant and helpful personality but the gravitas to get things done well and efficiently. You will have a background working within a busy UHNW household and have excellent experience dealing with all matters of household staff management including recruitment performance, coordination, and rotas. You will have high standards and lead by example in a Chief of Staff style manner. Friendly yet always professional and one step ahead. Dealing with budgets and liaising with external teams when required. Supporting from the Residence, this is a wonderful role for an inclusive and interesting family who will respect and rely on your experience and skills to keep things running at a high level. A good negotiator when it comes to obtaining quotes and keeping an eye on the best deals for the family. With a positive outlook and proactive approach, your role has always had a high level of discretion attached to it and you will be a trusted right hand to the Principals in every respect. Supporting the Family with private matters including all diary management, travel, events, purchases for the household, maintenance, any refurbishment work required, dealing with suppliers and contractors, negotiating, updating the household book, and assisting the staff to perform their duties to a high level. The role will grow over time and incorporate other interesting projects and purchases, and you will be involved in overseeing and running these. Lovely family with high standards and very busy lives, so you will come from a household that has a similar 'feel.' Happy to roll up your sleeves and muck in when needed, this is a busy, very hands-on role for someone with energy and lots to give.
Feb 18, 2025
Full time
Senior Private PA (with Chief of Staff Duties) - Knightsbridge Senior Private PA (with Chief of Staff Duties) - Knightsbridge £100 - £110,000 + bonus + bens package 6 - 7 years+ in a senior private PA position mainly based in the household and longevity is needed for this role to be considered. An outstanding role has arisen for a polished (degree standard preferred) Senior Private PA (with Chief of Staff duties) to oversee the management of a busy fully staffed household and to support this UHNW Family in all Private & Household matters. This is a very important role for the family who are looking for a long term commitment with someone who has very high standards and will take care of their private requirements and keep the household running extremely well. A good communicator, excellent at dealing with staff and suppliers alike, you will have a pleasant and helpful personality but the gravitas to get things done well and efficiently. You will have a background working within a busy UHNW household and have excellent experience dealing with all matters of household staff management including recruitment performance, coordination, and rotas. You will have high standards and lead by example in a Chief of Staff style manner. Friendly yet always professional and one step ahead. Dealing with budgets and liaising with external teams when required. Supporting from the Residence, this is a wonderful role for an inclusive and interesting family who will respect and rely on your experience and skills to keep things running at a high level. A good negotiator when it comes to obtaining quotes and keeping an eye on the best deals for the family. With a positive outlook and proactive approach, your role has always had a high level of discretion attached to it and you will be a trusted right hand to the Principals in every respect. Supporting the Family with private matters including all diary management, travel, events, purchases for the household, maintenance, any refurbishment work required, dealing with suppliers and contractors, negotiating, updating the household book, and assisting the staff to perform their duties to a high level. The role will grow over time and incorporate other interesting projects and purchases, and you will be involved in overseeing and running these. Lovely family with high standards and very busy lives, so you will come from a household that has a similar 'feel.' Happy to roll up your sleeves and muck in when needed, this is a busy, very hands-on role for someone with energy and lots to give.
Private PA - UHNW Family Kensington (Primarily Office Based West End) Job Description Private PA, working with the Executive Assistant, you'll be a close knit team providing a core linchpin to the smooth running of the family's private lives. You'll support the effective day to day administration and coordination, as well as assisting with the management of the Family's Household team and private residence. You'll coordinate, streamline and deliver on the priorities of the Principal and be key in upholding the family's values and principles. Being central to their day to day lives and privileged to sensitive information, you will need to have discretion and confidentiality at the forefront of your mind. The Role Contract type: Full-time Location: London (primarily office based) Reporting to: The Executive Assistant Private Residence Support the coordination and planning of home maintenance at the Principals' residences, attending on site as and when required. Support the management of utility bills, family vehicles, other household day to day requirements for all properties. Research and purchase household items for the family as and when requested. Support the recruitment of household staff for the family, ensuring their skills sets are aligned with the requirements of the roles and they are aligned with the family's principles and values. Assist with household accounts and budgets. Assist with the management of house staff, including rota management. Travel Management for the Principals (and their family members) Arrange all aspects of private and corporate worldwide and domestic travel including the preparation of ever-changing comprehensive itineraries, flights, hotel bookings, car parking and car hire etc. Private plane logistics and liaising with the management company. Assist with travel arrangements for external/internal visitors as and when required. Arrange visas and keep passports and other travel documents up to date. In consideration of time zones, should urgent matters arise, be contactable after hours and on weekends when the Principals are travelling abroad. Maintain the travel record spreadsheet. Private and Confidential Diary Management Effective communication and coordination of the Principal's diaries, with contacts at affiliated companies, family members and other guests. Ensure the Outlook calendars reflect all known business and private appointments (meetings, lunches, and dinners), travel commitments and reminders. Administration Implement and maintain an efficient filing system. Review, proofread and edit documents prepared/required for signature. Assist with the preparation and finalisation of presentations. Professionally respond to worldwide affiliated offices/external company and internal queries. Collate and accurately process invoices and the submittance of expenses. Support with administrative work for the Principals' children, liaising with the nursery and schools, medical consultations/vaccinations, activities and preparing schedules. Undertake ad hoc personal errands for the Principals. Communication Act as the first point of contact, managing incoming communication (including e-mails, messages and telephone queries) promptly, efficiently and professionally, and draft/transcribing appropriate replies where necessary. Establish and build effective, professional relationships with all contacts of the Principals, representing them in the best possible way. Ensure that household staff, contacts in overseas offices and other relevant parties are updated on any relevant travel, meeting and guest arrangements, and the household staff schedules/work is managed during travel periods. Additional Projects Coordinate and organise events to a high standard within defined budgets and timescales. (Attendance may be required at these events outside normal working hours). There may be, at times, the need to travel with the Principals and their families. Undertake other duties and tasks as required. About you Relevant experience & education Previous experience demonstrating a high-level of private PA support. Experience supporting a family with young children would be highly preferable. Previous experience in coordinating high volume complex diary management, meetings (domestic and international) and ever-changing travel arrangements. Some experience in managing properties and overseeing maintenance. Experience in managing event coordination. Financially minded with experience in managing budgets, ensuring value for money is achieved with a creative approach and good negotiation skills. Discreet with experience in being accountable for sensitive and confidential information. Emotionally intelligent with strong and effective interpersonal and communication skills. Approachable and a real team player, holding the ability to build and maintain key working relationships. A positive outlook, with a 'can do', determined approach. Proactive, solutions focused and used to anticipating and looking ahead to requirements. Motivated to make improvements to current practices, with a creative approach to solving issues. Strong planning and organisational skills with a flexible approach and proven ability to multitask and work at pace. Integrity, professionalism, trust and confidentiality are key requirements. Experience working autonomously with the ability to work on own initiative, holding good decision making skills and sound reasoning and judgement. Proven analytical skills, with excellent attention to detail and ability to focus and hone in on relevant information. Good, effective administrative skills. A strong learning ethic and ability to undertake investigative work on own initiative. Flexibility in relation to working hours and last-minute requests. Top package and bonus (Under a company umbrella)
Feb 16, 2025
Full time
Private PA - UHNW Family Kensington (Primarily Office Based West End) Job Description Private PA, working with the Executive Assistant, you'll be a close knit team providing a core linchpin to the smooth running of the family's private lives. You'll support the effective day to day administration and coordination, as well as assisting with the management of the Family's Household team and private residence. You'll coordinate, streamline and deliver on the priorities of the Principal and be key in upholding the family's values and principles. Being central to their day to day lives and privileged to sensitive information, you will need to have discretion and confidentiality at the forefront of your mind. The Role Contract type: Full-time Location: London (primarily office based) Reporting to: The Executive Assistant Private Residence Support the coordination and planning of home maintenance at the Principals' residences, attending on site as and when required. Support the management of utility bills, family vehicles, other household day to day requirements for all properties. Research and purchase household items for the family as and when requested. Support the recruitment of household staff for the family, ensuring their skills sets are aligned with the requirements of the roles and they are aligned with the family's principles and values. Assist with household accounts and budgets. Assist with the management of house staff, including rota management. Travel Management for the Principals (and their family members) Arrange all aspects of private and corporate worldwide and domestic travel including the preparation of ever-changing comprehensive itineraries, flights, hotel bookings, car parking and car hire etc. Private plane logistics and liaising with the management company. Assist with travel arrangements for external/internal visitors as and when required. Arrange visas and keep passports and other travel documents up to date. In consideration of time zones, should urgent matters arise, be contactable after hours and on weekends when the Principals are travelling abroad. Maintain the travel record spreadsheet. Private and Confidential Diary Management Effective communication and coordination of the Principal's diaries, with contacts at affiliated companies, family members and other guests. Ensure the Outlook calendars reflect all known business and private appointments (meetings, lunches, and dinners), travel commitments and reminders. Administration Implement and maintain an efficient filing system. Review, proofread and edit documents prepared/required for signature. Assist with the preparation and finalisation of presentations. Professionally respond to worldwide affiliated offices/external company and internal queries. Collate and accurately process invoices and the submittance of expenses. Support with administrative work for the Principals' children, liaising with the nursery and schools, medical consultations/vaccinations, activities and preparing schedules. Undertake ad hoc personal errands for the Principals. Communication Act as the first point of contact, managing incoming communication (including e-mails, messages and telephone queries) promptly, efficiently and professionally, and draft/transcribing appropriate replies where necessary. Establish and build effective, professional relationships with all contacts of the Principals, representing them in the best possible way. Ensure that household staff, contacts in overseas offices and other relevant parties are updated on any relevant travel, meeting and guest arrangements, and the household staff schedules/work is managed during travel periods. Additional Projects Coordinate and organise events to a high standard within defined budgets and timescales. (Attendance may be required at these events outside normal working hours). There may be, at times, the need to travel with the Principals and their families. Undertake other duties and tasks as required. About you Relevant experience & education Previous experience demonstrating a high-level of private PA support. Experience supporting a family with young children would be highly preferable. Previous experience in coordinating high volume complex diary management, meetings (domestic and international) and ever-changing travel arrangements. Some experience in managing properties and overseeing maintenance. Experience in managing event coordination. Financially minded with experience in managing budgets, ensuring value for money is achieved with a creative approach and good negotiation skills. Discreet with experience in being accountable for sensitive and confidential information. Emotionally intelligent with strong and effective interpersonal and communication skills. Approachable and a real team player, holding the ability to build and maintain key working relationships. A positive outlook, with a 'can do', determined approach. Proactive, solutions focused and used to anticipating and looking ahead to requirements. Motivated to make improvements to current practices, with a creative approach to solving issues. Strong planning and organisational skills with a flexible approach and proven ability to multitask and work at pace. Integrity, professionalism, trust and confidentiality are key requirements. Experience working autonomously with the ability to work on own initiative, holding good decision making skills and sound reasoning and judgement. Proven analytical skills, with excellent attention to detail and ability to focus and hone in on relevant information. Good, effective administrative skills. A strong learning ethic and ability to undertake investigative work on own initiative. Flexibility in relation to working hours and last-minute requests. Top package and bonus (Under a company umbrella)
FILLED - Chief of Staff/Operations - Hybrid/W1 This is a new role created by a very successful and growing international business within the Arts. Your background will show UHNW, Family Office or a luxury background at senior level in operations. Degree standard with a motivated energy and a keen interest in your work and accomplishing goals. Financially astute, you will liaise with the company accountants and advisors with regard to strategy, reports, management of cashflow, budgeting & forecasting, financial analysis, and managing the receivable and payable processes; a financial qualification is preferred. You will also be responsible for legal and compliance issues across various jurisdictions. Having a central role in daily business operations, you will also be involved in the personal and business interests of the two Founding Partners. You will be business-minded, targeted, and professional. Responsible with the General Manager for people management, onboarding, and some training for new colleagues to the business, a good general overview of HR is needed along with a personable, hands-on approach. A top communicator able to build relationships quickly. Experience with managing a wide portfolio of interests and how they interact is essential; you will also liaise internationally on behalf of the Principals regarding international assets such as cars, yachts, wine, real estate, and venture capital. Flexible when needed, you will also be happy to travel occasionally abroad to oversee or manage various projects. You will show a similar role of this responsibility in the past at senior level and work in collaboration with Principals and colleagues. Excellent package + bonus + career opportunity.
Feb 09, 2025
Full time
FILLED - Chief of Staff/Operations - Hybrid/W1 This is a new role created by a very successful and growing international business within the Arts. Your background will show UHNW, Family Office or a luxury background at senior level in operations. Degree standard with a motivated energy and a keen interest in your work and accomplishing goals. Financially astute, you will liaise with the company accountants and advisors with regard to strategy, reports, management of cashflow, budgeting & forecasting, financial analysis, and managing the receivable and payable processes; a financial qualification is preferred. You will also be responsible for legal and compliance issues across various jurisdictions. Having a central role in daily business operations, you will also be involved in the personal and business interests of the two Founding Partners. You will be business-minded, targeted, and professional. Responsible with the General Manager for people management, onboarding, and some training for new colleagues to the business, a good general overview of HR is needed along with a personable, hands-on approach. A top communicator able to build relationships quickly. Experience with managing a wide portfolio of interests and how they interact is essential; you will also liaise internationally on behalf of the Principals regarding international assets such as cars, yachts, wine, real estate, and venture capital. Flexible when needed, you will also be happy to travel occasionally abroad to oversee or manage various projects. You will show a similar role of this responsibility in the past at senior level and work in collaboration with Principals and colleagues. Excellent package + bonus + career opportunity.
Chief of Staff - Investment Family Office (Remote and visiting on site when required) £130 - 175k DOE depending on content and level of experience. Remote mainly with occasional visits to the City and Surrey. ACCA or similar qualification is needed. The Principal is a highly respected and likeable head of a very successful international tech firm. This is a first-time hire and will grow over time. Degree standard with a Family Office background (Essential) or supporting an UHNW individual with a high level of administrative support and planning regarding personal investments & assets. An excellent communicator with a keen eye for detail, accustomed to dealing with a large amount of paperwork/administration regarding multiple personal investments. Financially astute, loyal, and discreet. Happy to roll up the sleeves when required. Flexible and hands-on. Happy to work remotely and visit the Principal when required (Surrey or City). A self-starter who can implement new systems, track the private investments of the Principal, and keep the paperwork and legal requirements up to date in every respect. Reporting directly to the Principal, overseeing the private investments & personal assets in the UK & worldwide. Responsibilities include reviewing and conducting due diligence on all new and potential investment opportunities, managing the investment process and reporting, and being the key point of contact with lawyers, banks, accountants, and other third parties. Liaise with the Accountant on tax matters regarding personal investments and conduct research on any planned investments. Read and review all pertinent information/documents regarding personal investments and assets and report distilled points for the Principal's consideration/decision. Ensure all matters are dealt with in a timely manner, prioritizing time-sensitive issues. Keep an up-to-date electronic filing system of all private investments & legal matters. Analyze content and provide a commercial view on private investment matters and next steps. Consult with an accountant or lawyer when required. Monitor investment performance on all investments and provide regular updates. Proof-read, distill, and summarize investment, banking, and legal documents into succinct information for the Principal. Complete necessary regulatory requirements for donations, trusts, portfolios, and new investments. Flag any issues and provide informed opinions when required. Manage the Principal's personal finances & expenditure and provide a monthly report. Deal with all private insurances and obtain comparative quotes for residences, cars & other assets. Monitor renewal dates on all insurances and obtain comparative quotes. Assist with any budgets and management of refurbishment works to family residences or property investments in the UK or abroad. Manage any personal payroll requirements. Create employment contracts for personal staff. Manage & purchase all family transport. Manage all assets for the Family, including UK and international property. Support with various ad-hoc requests and travel with the Principal on occasion when required. Attend external meetings on behalf of the Principal if necessary. Be available out of hours for urgent matters. A high level of discretion and confidentiality is expected in this role, and excellent references are required. Able to build relationships quickly and liaise with external providers in a professional manner. A down-to-earth and helpful personality wanting to build a trusted relationship with the Principal and commit for the long term. The role comes with benefits and a discretionary bonus.
Feb 03, 2025
Full time
Chief of Staff - Investment Family Office (Remote and visiting on site when required) £130 - 175k DOE depending on content and level of experience. Remote mainly with occasional visits to the City and Surrey. ACCA or similar qualification is needed. The Principal is a highly respected and likeable head of a very successful international tech firm. This is a first-time hire and will grow over time. Degree standard with a Family Office background (Essential) or supporting an UHNW individual with a high level of administrative support and planning regarding personal investments & assets. An excellent communicator with a keen eye for detail, accustomed to dealing with a large amount of paperwork/administration regarding multiple personal investments. Financially astute, loyal, and discreet. Happy to roll up the sleeves when required. Flexible and hands-on. Happy to work remotely and visit the Principal when required (Surrey or City). A self-starter who can implement new systems, track the private investments of the Principal, and keep the paperwork and legal requirements up to date in every respect. Reporting directly to the Principal, overseeing the private investments & personal assets in the UK & worldwide. Responsibilities include reviewing and conducting due diligence on all new and potential investment opportunities, managing the investment process and reporting, and being the key point of contact with lawyers, banks, accountants, and other third parties. Liaise with the Accountant on tax matters regarding personal investments and conduct research on any planned investments. Read and review all pertinent information/documents regarding personal investments and assets and report distilled points for the Principal's consideration/decision. Ensure all matters are dealt with in a timely manner, prioritizing time-sensitive issues. Keep an up-to-date electronic filing system of all private investments & legal matters. Analyze content and provide a commercial view on private investment matters and next steps. Consult with an accountant or lawyer when required. Monitor investment performance on all investments and provide regular updates. Proof-read, distill, and summarize investment, banking, and legal documents into succinct information for the Principal. Complete necessary regulatory requirements for donations, trusts, portfolios, and new investments. Flag any issues and provide informed opinions when required. Manage the Principal's personal finances & expenditure and provide a monthly report. Deal with all private insurances and obtain comparative quotes for residences, cars & other assets. Monitor renewal dates on all insurances and obtain comparative quotes. Assist with any budgets and management of refurbishment works to family residences or property investments in the UK or abroad. Manage any personal payroll requirements. Create employment contracts for personal staff. Manage & purchase all family transport. Manage all assets for the Family, including UK and international property. Support with various ad-hoc requests and travel with the Principal on occasion when required. Attend external meetings on behalf of the Principal if necessary. Be available out of hours for urgent matters. A high level of discretion and confidentiality is expected in this role, and excellent references are required. Able to build relationships quickly and liaise with external providers in a professional manner. A down-to-earth and helpful personality wanting to build a trusted relationship with the Principal and commit for the long term. The role comes with benefits and a discretionary bonus.
