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For Companies At a Glance
- Tasks: Provide top-notch support to the Senior Partner and CIO in a dynamic environment.
- Company: Join a prestigious boutique asset management firm in London's West End.
- Benefits: Enjoy a competitive salary, bonuses, and a collaborative team culture.
- Why this job: Be part of a close-knit team, making a real impact in a fast-paced setting.
- Qualifications: Experience supporting C-Suite executives, with strong organisational and communication skills.
- Other info: This role offers a unique blend of professional and personal assistance.
The predicted salary is between 42000 - 84000 £ per year.
Job Description
Executive Assistant to Senior Partner & CIO
Boutique Asset Management Firm & Family Office – West End
Competitive Salary
A highly regarded boutique asset management firm & family office based in the West End, is seeking an exceptional Executive Assistant to provide seamless support to the Senior Partner (Principal) and Chief Investment Officer (CIO). This permanent role offers the opportunity to join their well-established team in a fast-paced, discreet, and highly collaborative environment.
Working in close partnership with the Senior Family Office Executive (SFOE) who oversees the Secretariat team, you will jointly ensure seamless, right-hand support to the Principal in all facets of his business and personal life with absolute discretion. This role requires constant collaboration with the SFOE, open communication, and a constructive, ego-free team culture.
You will also be the principal point of contact for EA support to the CIO, managing all diary, travel, meetings and administration, although you have the broader support of the Secretariat team across all these responsibilities.
Key Responsibilities:
- Proactively manage complex diaries for the Senior Partner, CIO, CFO and selected board members
- Co-ordinate multi-leg, international travel – both business and personal
- Maintaining and organise inboxes, contact databases and confidential records through Outlook, external CRM systems and password management tools.
- Draft, review and edit correspondence on behalf of the Senior Partner
- Take live and recorded dictation, producing accurate transcripts
- Prepare documents, reports and presentations; take concise and actionable notes during fast-paced meetings
- Maintain investment records and transactions, liaising with private banking teams to execute instructions
- Support the Senior Partner’s professional, political and charitable interests
- Liaise with household staff, the Principal’s wife’s part-time PA, and service providers to coordinate personal arrangements
- Provide logistical support to the Principal’s and CIO’s school aged and adult children, including scheduling and travel planning
- Oversee domestic logistics for the CIO
- Organise and manage private events and engagements such as group theatre/concert/festival outings, restaurant bookings and shoots
Essential Requirements:
- Significant experience supporting at C-Suite level within a family office or boutique corporate environment
- Exceptional organisational skills with the ability to prioritise and manage multiple tasks under pressure
- Highly numerate with strong attention to detail
- Excellent written communication skills, with flawless grammar and spelling
- Proficient in rapid, accurate typing (80+ WPM preferred)
- IT literate across Microsoft Office Suite, CRM systems and related tools
- Proved discretion, professionalism, and ability to handle sensitive, confidential information
- Calm, confident, and solutions-focused, even in fast-moving situations.
- Collaborative and team-oriented, with a respectful, ego-free approach
Desirable:
- Knowledge of investment and financial terminology
- Experience in event planning for HNWIs
- Familiarity with political or charitable liaison work
Executive Assistant to Senior Partner & CIO - 927679 employer: Aldrich & Co.
Contact Detail:
Aldrich & Co. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive Assistant to Senior Partner & CIO - 927679
✨Tip Number 1
Network within the asset management and family office sectors. Attend industry events or seminars where you can meet professionals already working in similar roles. Building relationships with people in the field can lead to valuable insights and potential referrals.
✨Tip Number 2
Familiarise yourself with the specific tools and software commonly used in executive assistance, particularly those related to diary management and CRM systems. Being able to demonstrate your proficiency in these areas during interviews will set you apart from other candidates.
✨Tip Number 3
Research the firm’s culture and values thoroughly. Understanding their approach to business and personal engagements will help you tailor your conversations and show that you are a good fit for their close-knit team.
✨Tip Number 4
Prepare for the interview by practising situational questions that reflect the responsibilities of the role. Think of examples from your past experiences where you successfully managed complex schedules or handled sensitive information discreetly.
We think you need these skills to ace Executive Assistant to Senior Partner & CIO - 927679
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, particularly in C-Suite support and any roles within family offices or boutique corporate settings. Use specific examples to demonstrate your organisational skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Emphasise your ability to manage complex diaries, coordinate international travel, and handle sensitive information with discretion.
Highlight Key Skills: In your application, focus on your written communication skills, proficiency in Microsoft Office Suite, and any experience with CRM systems. Mention your calm and solutions-focused approach, especially under pressure.
Proofread Your Application: Before submitting, thoroughly proofread your application for flawless grammar and spelling. This is crucial for demonstrating your attention to detail, which is essential for the role.
How to prepare for a job interview at Aldrich & Co.
✨Showcase Your Organisational Skills
Given the role's emphasis on complex diary management and juggling multiple priorities, be prepared to discuss specific examples of how you've successfully managed similar tasks in the past. Highlight your ability to stay organised under pressure.
✨Demonstrate Discretion and Professionalism
This position requires handling sensitive information with care. Be ready to share instances where you've maintained confidentiality and professionalism, especially in high-stakes environments.
✨Highlight Your Communication Skills
With responsibilities including drafting correspondence and taking dictation, it's crucial to showcase your excellent written communication skills. Bring samples of your work if possible, and be prepared to discuss your approach to clear and concise communication.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle unexpected challenges. Think of scenarios where you've had to think on your feet or adapt quickly, especially in a fast-paced environment.
