Executive/Personal Assistant to Founder of Investment Firm - Maternity Cover

SORTED Personal Management; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company is seeking an Executive/Personal Assistant to support the principal during maternity leave. This role involves managing travel, communications, and financial tasks, ensuring the executive's time is maximized. The ideal candidate will be highly organized, discreet, and possess excellent communication skills. A collaborative mindset is essential for success in this dynamic environment.

Benefits

Private health insurance

Unlimited 24/7 GP access

Life, critical illness and income protection

Worldwide travel insurance

Gym membership discounts

Annual flu vaccination

Access to a leading meditation app

Cycle to work scheme

Qualifications

• Proven experience as an Executive/Personal Assistant or similar role.
• Excellent organisational and time-management skills.

Responsibilities

• Arrange international and domestic travel for the executive.
• Manage and organise the executive's inbox and schedule.
• Oversee banking activities and financial control.

Skills

Organisational Skills

Communication

Interpersonal Skills

Attention to Detail

Education

Bachelor's degree

Tools

Microsoft Office

Job description

The Company

Our client is an innovative multi-strategy private investment firm, coupled with a community platform dedicated to fostering extraordinary relationships. As the “Home of Connection”, their role is to bring together exceptional people and ideas, creating unique, value-adding, and aligned opportunities. The company facilitates strategic partnerships, arranges private market transactions, cultivates personal connections, and champions philanthropic initiatives.

The Role

As the Executive/Personal Assistant covering a maternity leave, you will play a key role in directlysupporting the principal, a core function within our Administrative and Operations team. You willwork in the office as part of a broader team that includes the Investment and Community teams. You will be responsible for maximising the founder's business and networking potential, providingseamless and efficient administrative and personal support.

The ideal candidate will have extensive experience within a similar role. You’ll be highly organised,proactive, and discreet, with excellent written and verbal communication skills. You should also beable to prioritise effectively, enabling the executive to focus on strategic activities. The role includesa mix of both personal and business duties, with a focus on arranging travel and other logistics,financial control, and administrative tasks. A collaborative mindset and can-do attitude are essential.

Hours:- 9:30am – 6:30pm, Mon-Fri, plus on-call 24/7

Location:- Mayfair

Salary:- Dependent upon experience

Start Date:- ASAP

Interviewing:- Immediate

Responsibilities include, but not limited to:

• Arrange international and domestic travel for the executive, including flights, visas,
• accommodation, chauffeur services, and other logistics.
• Manage and organise the executive's inbox, filtering requests, and prioritisingcommunication.
• Schedule and coordinate calls, meetings, and follow-ups.
• Manage financial control, budgeting, and expense management.
• Oversee banking activities.
• Plan and organise group business dinners and ensure smooth running of the event.
• Maintain and update to-do lists and calendars for the executive.
• Manage the executive's CRM system and input data.
• Plan and oversee the executive’s business/personal trips and ensure their time is maximised.
• Provide personal support, including medical and fitness-related tasks.
• Provide support to executive’s partner.
• Oversee gifting, from selecting appropriate items to managing delivery.
• Take minutes during meetings and distribute them to relevant parties.
• Manage pet-related tasks, including pet travel arrangements.
• Coordinate general purchasing for the executive, as well as the office.
• Book appointments and make reservations as needed.
• Complete various administrative tasks as assigned.
• Assist with ad-hoc tasks and projects as needed.
• Assist the CIO and CEO with selected personal and business tasks.

Candidates must be / have:

• Proven experience as an Executive/Personal Assistant or similar role.
• Excellent organisational and time-management skills, with the ability to prioritise tasks andhandle multiple projects simultaneously.
• Strong communication and interpersonal skills, with the ability to build relationships withstakeholders at all levels.
• Proficiency in Microsoft Office and other relevant software.
• Attention to detail and the ability to maintain confidentiality.
• Flexibility and adaptability to changing priorities and requirements.
• Bachelor's degree preferred.

Culture and Benefits:

Their culture is at the heart of everything they do. They value integrity, curiosity, creativity, and kindness, and they foster an inclusive environment where people can bring their whole selves to work. They believe in going the extra mile, operating with optimism and precision, and workingopenly and collaboratively to achieve exceptional outcomes.

The company offer a thoughtfully designed benefits package to support your wellbeing, inside and outside of work.

This includes:

• Private health insurance (with dental and optician cashback)
• Unlimited 24/7 GP access (phone or video)
• Life, critical illness and income protection
• Worldwide travel insurance
• Gym membership discounts
• Annual flu vaccination
• Access to a leading meditation app
• Cycle to work scheme

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 aide 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.