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- Tasks: Support an Investment Manager in a dynamic family office environment.
- Company: Respected family investment office with a collaborative culture.
- Benefits: Competitive salary, bonus, and comprehensive benefits package.
- Other info: Fast-paced role with opportunities for personal and professional growth.
- Why this job: Join a prestigious team and develop your skills in investment management.
- Qualifications: Experience in a family office or boutique financial environment required.
The predicted salary is between 60000 - 70000 £ per year.
Are you an exceptional EA who is particularly interested in investment management/financial markets? Are you always one step ahead and committed to delivering a calm, organised and seamless environment for your boss? Do you have an enquiring mind with strong EQ and IQ? Do you understand business and relish the opportunity to learn? And, are you a confident communicator who can develop strong relationships at all levels? If so, we’d love to hear from you!
You’ll be supporting a Partner in a highly respected family investment office, working in-office every day in order to build the strong connection that makes this role such a great opportunity!
What you’ll be doing day to day:
- Acting as first point of contact and gatekeeper, maintaining and organising inbox and calls
- Proactively managing complex diary; coordinating business meetings
- Liaising with clients and senior stakeholders, building relationships and knowledge
- Preparing documents, reports and presentations
- Drafting, reviewing and editing correspondence
- Preparing for meetings, collating research papers and distributing
- Organising client entertainment
- Working collaboratively with other EAs
The skills you need to bring:
- Significant experience supporting within a family office or boutique financial environment
- Ability to prioritise and manage multiple tasks under pressure
- Highly numerate with strong attention to detail
- You must be a genuine team player
- Excellent written and verbal communication skills
- IT literate across Microsoft Office Suite, CRM systems
- Calm, confident and solutions-focused, even in fast-moving situations
- Collaborative and team-oriented, with a respectful, ego-free approach
Elite EA to Investment Manager - Family Office employer: Aldrich & Company Limited
Contact Detail:
Aldrich & Company Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Elite EA to Investment Manager - Family Office
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management space. Attend industry events or webinars where you can meet potential employers and showcase your skills. Remember, it’s all about building those relationships!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they operate. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As an EA, you’ll need to convey information clearly and confidently. Consider mock interviews with friends or mentors to refine your approach and get comfortable with common interview questions.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you. Make sure your application stands out by highlighting your relevant experience and enthusiasm for the role.
We think you need these skills to ace Elite EA to Investment Manager - Family Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of an EA in investment management. Highlight your relevant experience and skills that match the job description, like managing complex diaries and liaising with clients.
Craft a Compelling Cover Letter: Your cover letter should reflect your enthusiasm for the role and the company. Use it to showcase your understanding of the investment management sector and how your background makes you a perfect fit for the team.
Showcase Your Communication Skills: Since excellent written and verbal communication is key, ensure your application is free from typos and clearly structured. This is your chance to demonstrate your attention to detail and professionalism.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Aldrich & Company Limited
✨Know Your Investment Management Basics
Before the interview, brush up on key concepts in investment management and financial markets. This will not only show your genuine interest but also help you engage in meaningful conversations with the interviewer.
✨Demonstrate Your Organisational Skills
Be prepared to discuss specific examples of how you've managed complex diaries or coordinated multiple tasks under pressure. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Build Rapport with Confidence
Since this role involves liaising with clients and senior stakeholders, practice your communication skills. Think about how you can establish a connection quickly and confidently during the interview.
✨Showcase Your Team Player Attitude
Highlight experiences where you've collaborated with others, especially in high-pressure environments. Emphasise your respectful, ego-free approach to teamwork, as this is crucial for success in a family office setting.