At a Glance
- Tasks: Support two principals with operations, bookkeeping, and various administrative tasks in a family office.
- Company: Dynamic family office managing diverse interests and businesses.
- Benefits: Competitive salary up to £50,000, hybrid work model, and engaging work environment.
- Other info: Opportunity to improve systems using AI and technology in a supportive team.
- Why this job: Join a high-trust role where your organisational skills make a real difference.
- Qualifications: Experience as a PA/EA with strong Xero and bookkeeping skills required.
The predicted salary is between 45000 - 50000 £ per year.
To £50,000 | Minimum 1 day in London
Are you an experienced PA/EA with strong operational skills and hands-on Xero/bookkeeping experience? This is a varied, high-trust role supporting two principals across a family office, several privately owned businesses and personal interests. It would suit a commercially minded PA/EA who enjoys being involved in everything from Xero and financial administration to operations, travel, business support and getting things organised.
This is not an accountant role. Our client is looking for someone with a strong PA/EA or business support background who is confident handling day-to-day bookkeeping and finance administration as part of a much broader role. The principals’ interests include a long-established family estate, property, a growing PR advisory business and a charitable trust. You will work closely with external accountants and advisers rather than being expected to provide technical accounting advice.
The role is hybrid, with at least one day a week in London and a monthly visit to the estate office.
The role will include:
- Day-to-day bookkeeping and reconciliations across several entities using Xero
- Invoices, payments, expenses, VAT information and payroll administration
- Liaising with accountants and advisers and preparing accurate financial information
- Managing utilities, subscriptions, licences and property-related administration
- Travel arrangements and occasional diary/scheduling support
- Maintaining organised electronic records, contracts and business documentation
- Supporting Companies House, HR and general corporate administration
- Coordinating day-to-day operational and administrative matters across the businesses and family office
- Improving systems and processes, including using AI and technology to work more efficiently
- Picking up the varied ad hoc tasks that come with a small, entrepreneurial family office
The skills you need to bring:
- Previous experience as a PA, EA or senior business support professional, ideally within a professional, corporate, financial or entrepreneurial environment
- Strong, practical Xero/bookkeeping experience
- Good Excel and general IT skills
- Excellent numeracy and exceptional attention to detail
- Commercial common sense and confidence dealing with multiple businesses and priorities
- A proactive, flexible approach – someone who enjoys a broad role and is happy to turn their hand to whatever needs doing
PA / Operations & Bookkeeping – Family Office, SW1 (Hybrid) 22935 in City of London employer: Aldrich & Co
Join a prestigious investment firm located in the vibrant West End, where you will thrive in a fast-paced yet supportive environment. With a focus on employee growth and development, this company offers competitive salaries, bonuses, and a range of benefits, ensuring that you feel valued and motivated. Experience the unique advantage of working alongside industry leaders while building meaningful relationships across diverse business areas.
StudySmarter Expert Advice🤫
We think this is how you could land PA / Operations & Bookkeeping – Family Office, SW1 (Hybrid) 22935 in City of London
✨Get to Grips with Data Visualisation Tools
If you're aiming for a full-time role in business intelligence, brush up on your skills with popular data visualisation tools like Tableau or Power BI. Showcasing projects where you've transformed raw data into clear visual insights can give you a real edge.
✨Join Local Business Intelligence Meetups
Look for local business intelligence meetups or analytics conferences in your area. These events are not just great for learning but also for networking with industry professionals who could lead you to opportunities at companies like Aldrich & Co!
✨Engage with Online BI Communities
Join online forums or communities focused on business intelligence—think LinkedIn groups, Reddit threads, or even dedicated Slack channels. Engage actively by sharing your insights and asking questions; this can help you build visibility and connect with potential employers.
✨Leverage Your University’s Career Support
If you're a recent graduate, definitely tap into your university's career services. Many have connections with companies in need of full-time BI specialists, and they can guide you on how to pitch yourself effectively—don't miss out on that!
We think you need these skills to ace PA / Operations & Bookkeeping – Family Office, SW1 (Hybrid) 22935 in City of London
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at Aldrich & Co, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at Aldrich & Co
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with Aldrich & Co’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
