Executive Assistant to Senior Partner and CIO - Mayfair Family Office

Sorted Personal Management Limited; London; On-site; GBP 125,000 - 150,000; Full time

Job summary

A respected boutique asset management firm in London is seeking an exceptional Executive Assistant to provide support to the Senior Partner and CIO. This role demands significant C-Suite support experience, exceptional organisational skills, and a calm, solutions-focused approach in a collaborative team environment. Competitive salary and benefits are offered, including a generous pension contribution and extensive healthcare.

Benefits

15% Pension Contribution

Extensive private healthcare

Travel insurance

25 days annual leave plus bank holidays

Qualifications

• Significant experience supporting at C-Suite level within a family office or boutique corporate environment.
• Exceptional organisational skills with the ability to prioritise and manage multiple tasks under pressure.
• Highly numerate with strong attention to detail.
• Excellent written communication skills, with flawless grammar and spelling.
• Proficient in rapid, accurate typing (80+ WPM preferred).
• Proved discretion, professionalism, and ability to handle sensitive, confidential information.
• Calm, confident, and solutions-focused, even in fast-moving situations.

Responsibilities

• Proactively manage complex diaries for the Senior Partner, CIO, CFO and selected board members.
• Coordinate multi-leg, international travel – both business and personal.
• Draft, review and edit correspondence on behalf of the Senior Partner.
• Prepare documents, reports and presentations; take concise and actionable notes during fast-paced meetings.
• Liaise with household staff and service providers to coordinate personal arrangements.

Skills

Organisational skills

Written communication

Discretion and professionalism

IT literacy

Collaborative teamwork

Tools

Microsoft Office Suite

CRM systems

Job description

Overview

A highly regarded boutique asset management firm & family office based in the West End, is seeking an exceptional Executive Assistant to provide seamless support to the Senior Partner (Principal) and Chief Investment Officer (CIO). This permanent role offers the opportunity to join their well-established team in a fast-paced, discreet, and highly collaborative environment. Working in close partnership with the Senior Family Office Executive (SFOE) who oversees the Secretariat team, you will jointly ensure seamless, right-hand support to the Principal in all facets of his business and personal life with absolute discretion. This role requires constant collaboration with the SFOE, open communication, and a constructive, ego-free team culture. You will also be the principal point of contact for EA support to the CIO, managing all diary, travel, meetings and administration, although you have the broader support of the Secretariat team across all these responsibilities.

Hours: 8.30am-5.30pm, Mon to Fri

Location: Mayfair

Salary: Competitive, dependent on experience + discretionary annual bonus

Benefits: 15% Pension Contribution, extensive private healthcare, travel insurance, 25 days annual leave plus bank holidays.

Start Date: ASAP

Interviewing: ASAP

Responsibilities

• Proactively manage complex diaries for the Senior Partner, CIO, CFO and selected board members
• Coordinate multi-leg, international travel – both business and personal
• Maintaining and organise inboxes, contact databases and confidential records through Outlook, external CRM systems and password management tools.
• Draft, review and edit correspondence on behalf of the Senior Partner
• Take live and recorded dictation, producing accurate transcripts
• Prepare documents, reports and presentations; take concise and actionable notes during fast-paced meetings
• Maintain investment records and transactions, liaising with private banking teams to execute instructions
• Support the Senior Partner’s professional, political and charitable interests
• Liaise with household staff, the Principal’s wife’s part-time PA, and service providers to coordinate personal arrangements
• Provide logistical support to the Principal’s and CIO’s school aged and adult children, including scheduling and travel planning
• Oversee domestic logistics for the CIO
• Organise and manage private events and engagements such as group theatre/concert/festival outings, restaurant bookings and shoots

Essential Requirements

• Significant experience supporting at C-Suite level within a family office or boutique corporate environment
• Exceptional organisational skills with the ability to prioritise and manage multiple tasks under pressure
• Highly numerate with strong attention to detail
• Excellent written communication skills, with flawless grammar and spelling
• Proficient in rapid, accurate typing (80+ WPM preferred)
• IT literate across Microsoft Office Suite, CRM systems and related tools
• Proved discretion, professionalism, and ability to handle sensitive, confidential information
• Calm, confident, and solutions-focused, even in fast-moving situations.
• Collaborative and team-oriented, with a respectful, ego-free approach

Desirable

• Knowledge of investment and financial terminology
• Experience in event planning for HNWIs
• Familiarity with political or charitable liaison work

Please Note

We receive a considerable amount of applications for every position and there is tough competition in the employment market. In order to process your application as efficiently as possible, please note the following requests to aid your application:

• Detail your relevant experience in a Cover Letter and include this on an up to date CV
• Quote your required salary
• Confirm your availability for interview and when you could start a new role
• If you can forward references to us, these can only strengthen your application

The more information you can provide, the better we can demonstrate to the client that you are exactly what they are looking for and send your CV on quickly.

Please note that these instructions apply to ALL candidates and applications that do not meet these criteria may not be considered.