C-Suite EA wanted at small investment firm

Lavender Jones Recruitment; London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A growing investment firm is seeking a skilled C-suite EA to support two senior team members. The ideal candidate will manage complex diaries, organise travel, and liaise with UHNW clients. The role requires professionalism, attention to detail, and experience at the C-suite level. This position is mainly office-based with one day from home, offering opportunities for growth.

Qualifications

• Previous experience supporting at Founder, CEO, or C-suite level.
• Experience in finance, investment, or family offices.
• Ability to work with UHNW individuals.

Responsibilities

• Manage complex diaries across multiple time zones.
• Organise multi-stop travel itineraries.
• Prioritise emails and manage inbox effectively.
• Act as gatekeeper and point of contact.
• Build relationships with UHNW clients.

Skills

Liaising with UHNW clients

Diary management

Travel coordination

Inbox management

Relationship building

IT/Tech management

Report preparation

Minute taking

Job description

Our client is a small but growing investment firm seeking a skilled C-suite EA to support two senior team members. The team is friendly, passionate, and hardworking, requiring someone proactive, calm, confident, and professional. Experience liaising with UHNW clients and attention to detail are essential.

Key Responsibilities:

1. Managing complex diaries across multiple time zones, including scheduling meetings, adding relevant correspondences, notes, and managing time effectively.
2. Organising multi-stop travel itineraries: flights, transfers, visas, accommodation, restaurant reservations, etc.
3. Inbox management: prioritising emails and responding appropriately in a timely manner.
4. Acting as gatekeeper and point of contact.
5. Building and nurturing relationships with UHNW clients.
6. Managing IT/tech needs and preparing documentation for meetings.
7. Taking notes/minutes during meetings and collating action points.
8. Preparing reports and documentation as needed.
9. Maintaining an efficient filing system.
10. Preparing Board paperwork.
11. Assisting with internal and external events, socials, and dinners.
12. Managing expenses and invoices.
13. Conducting research as directed.
14. Providing ad hoc support to the wider team and private PA support for the CEO.

Candidate Profile:

The ideal candidate will have previous experience supporting at Founder, CEO, or C-suite level, preferably in finance, investment, or a family office. Longevity in roles and experience working with UHNW individuals are important. The role is office-based four days a week with one day from home, with some flexibility outside working hours. There is significant scope for growth for the right person.

Please note: Due to the high volume of applications, we can only respond to successful applicants.