At a Glance
- Tasks: Support two principals with bookkeeping, operations, and travel arrangements in a dynamic family office.
- Company: A vibrant family office managing diverse interests and businesses.
- Benefits: Competitive salary up to £50,000 and hybrid working model.
- Other info: Opportunity to improve systems using AI and technology in a supportive team.
- Why this job: Join a high-trust environment where your organisational skills make a real difference.
- Qualifications: Experience as a PA/EA with strong Xero and bookkeeping skills.
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 Slough employer: Aldrich & Co.
Aldrich & Co. is an exceptional employer that fosters a vibrant work culture in the heart of central London, offering employees the chance to engage with high-profile clients and lead innovative communication strategies. With a strong emphasis on professional development, team mentorship, and collaboration, we provide our staff with the tools and opportunities to grow their careers while making a meaningful impact in the industry.
