Job Ref: 214766344

Date: 2021-09-28 16:42:19

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My client is the Principal of this Family Office and has a need to take a back seat and fully retire. This Executive Assistant role will report directly to the Principle and his wife with the support of other staff. They are looking for a friendly and highly organised EA who can work and juggle multiple tasks.

The duties include:

Anticipating the principles requirements generally and for meetings in particular, ensuring he is fully briefed with correct papers, etc.
Travel and bookings internationally for holidays and experiences
Diary management – setting up internal and external meetings, conference calls, Zoom etc.
Maintaining client and personal contacts database
Email management – filing, deleting junk, monitoring for important emails, and forwarding emails to any other relevant members of staff when needed.
Emails, file notes – Shorthand – used on a daily basis, but not essential
Research – researching companies, individuals, funds, newspaper reports.
Liaising with MDs and CEOs of owned businesses and the many other organisations he is involved with.
Organising business events – Board meetings, Christmas parties, drinks parties, Board and other dinners.
Expenses – monitoring credit cards etc
Personal banking and investments – paying bills,
Managing charitable donations including ensuring relevant gift aid forms are completed.
Liaising with housekeeping and other staff at various properties.
As the principle travels extensively there will be out of hours calls and requests

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