Team PA - Family Investment Office
Team PA - Family Investment Office

Team PA - Family Investment Office

Full-Time 39000 - 46000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support the investment team with travel, diary management, and event coordination.
  • Company: Join a dynamic family investment office in London's vibrant West End.
  • Benefits: Enjoy a competitive salary, hybrid working, generous holiday, and health perks.
  • Why this job: Be part of a collaborative culture where your contributions truly matter.
  • Qualifications: Looking for a detail-oriented team player with strong communication skills.
  • Other info: This role is perfect for someone eager to dive into a fast-paced environment.

The predicted salary is between 39000 - 46000 £ per year.

A fabulous opportunity has arisen to join an investment office that looks after the finances of a UHNWI European family, as PA to the Investment Team. Based in gorgeous, slick offices in the heart of the West End, this office has a great company culture and a team of supportive and hard-working PAs. This role is a great opportunity for someone that is looking to come in and hit the ground running. The environment is exciting, fast-paced and collaborative.

  • PA duties: To look after 5 members of the investment team, detailed travel; create itineraries, book flights, arrange visas when required, hotels, taxis, order currency, and all other aspects of trips, preparing monthly expense claims; credit card, currency, cash, detailed diary management; carefully coordinating dates and details for several advisory committees and boards across time zones, setting up meetings; in person and virtual, assisting with preparation of board packs, managing database of i) client presentations, and ii) AGM dates, other admin/filing.
  • Event duties: Assist with events; company away-day, investment team events and dinners, seasonal company events, including Christmas party and other office outings.
  • Team Duties: Answer telephone, arrange couriers, meet and greet guests, prepare meeting rooms/refreshments, collate meeting packs, manage subscriptions, update databases, contact lists and admin folders, daily & weekly PA checks for office and investment team.

This search is all about finding the candidate with the right attitude – we are looking for someone who has come from a professional services background or even a family office. We are looking for a genuine team player and someone that is adaptable and is happy to roll their sleeves up, no matter the task. The incoming PA must have excellent attention to detail, and strong written and verbal communication skills.

Company benefits: Discretionary bonus, generous non-contributory pension, 25 days holiday, life insurance, health and dental insurance, critical illness cover, gym membership assistance, hybrid working policy.

Bain and Gray is an equal opportunities employer. We continually strive to improve our processes around our diversity, equity and inclusion strategy. Bain and Gray specialise in administration and PA recruitment across London. Roles typically include Receptionists, Team Assistants, EAs, Office Managers and PAs across all industry sectors. We are a boutique agency and as a result, are unable to respond individually to the high volume of applications. If you are already registered with us at Bain and Gray, please do not hesitate to contact your consultant directly.

Team PA - Family Investment Office employer: Bain and Gray

Bain and Gray is an exceptional employer, offering a vibrant work culture in the heart of London's West End, where collaboration and support are at the forefront. With generous benefits including a non-contributory pension, health and dental insurance, and a hybrid working policy, employees are encouraged to thrive both personally and professionally. This role as a Team PA within a prestigious Family Investment Office not only promises a dynamic and fast-paced environment but also provides ample opportunities for growth and development within a dedicated team.
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Contact Detail:

Bain and Gray Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Team PA - Family Investment Office

✨Tip Number 1

Familiarise yourself with the investment sector and the specific needs of family offices. Understanding the nuances of managing finances for ultra-high-net-worth individuals will give you an edge in interviews.

✨Tip Number 2

Network with professionals in the PA and investment sectors. Attend relevant events or join online forums to connect with others who can provide insights or even referrals to opportunities like this one.

✨Tip Number 3

Demonstrate your organisational skills by preparing a mock itinerary or event plan that showcases your attention to detail. This can be a great talking point during interviews and shows your proactive approach.

✨Tip Number 4

Research the company culture at Bain and Gray and be ready to discuss how your values align with theirs. Highlighting your adaptability and team player mentality will resonate well with their expectations.

We think you need these skills to ace Team PA - Family Investment Office

Excellent Attention to Detail
Strong Written Communication Skills
Strong Verbal Communication Skills
Diary Management
Travel Coordination
Event Planning and Coordination
Proficiency in Microsoft Office Suite
Database Management
Time Management
Adaptability
Team Player
Professional Services Background
Client Relationship Management
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in professional services or family offices. Emphasise your organisational skills, attention to detail, and any previous PA roles that align with the responsibilities outlined in the job description.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company culture. Mention specific examples of how you've successfully managed multiple tasks, coordinated events, or supported teams in fast-paced environments.

Highlight Communication Skills: Since strong written and verbal communication skills are crucial for this position, provide examples in your application that demonstrate your ability to communicate effectively with various stakeholders, including team members and clients.

Showcase Adaptability: In your application, illustrate your adaptability by sharing experiences where you successfully handled unexpected challenges or changes in priorities. This will show that you can thrive in a dynamic environment like the one described.

How to prepare for a job interview at Bain and Gray

✨Showcase Your Organisational Skills

As a PA, you'll need to demonstrate your ability to manage multiple tasks efficiently. Prepare examples of how you've successfully handled complex schedules or travel arrangements in the past.

✨Emphasise Teamwork and Adaptability

This role requires a genuine team player. Be ready to discuss instances where you've collaborated with others and adapted to changing circumstances, showcasing your flexibility and willingness to pitch in.

✨Highlight Attention to Detail

Attention to detail is crucial for this position. Bring up specific examples where your meticulous nature has prevented errors or improved processes, especially in administrative tasks or event planning.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving skills in real-life scenarios. Think about potential challenges you might face in this role and how you would address them, particularly in managing diaries and coordinating events.

Team PA - Family Investment Office
Bain and Gray
B
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