Personal Assistant & Office Manager – Investment Management (Bond Street, London)
Location: Bond Street, London
Salary: Up to £60,000 per annum (DOE) plus benefits and bonus

A fantastic opportunity has arisen for an experienced Personal Assistant & Office Manager to join a newly established investment management business in London, near Bond Street. Founded by a successful family, this business is set for significant growth, making it an exciting time to join a small, dynamic team in the early stages and contribute to the company’s long-term success.

Key Responsibilities

Personal Assistant to Co-Founders:

• Diary Management: Organise and manage the Co-founders’ diaries, scheduling appointments and meetings, and providing timely reminders.
• Communication: Screen incoming calls, emails, and post, ensuring efficient follow-up.
• Travel Coordination: Arrange all company travel and accommodation, including travel visas where required.
• Meeting Preparation: Set up meeting rooms, order refreshments, and circulate board packs to board members in advance.
• Document Management: Proofread documents, highlight key points, and ensure timely circulation and filing of important documents.
• General Administration: Provide ad hoc private/personal support and manage expense claims as needed.

Office Manager:

• Office Operations: Oversee office inventory and supplies, ensuring smooth daily operations.
• Vendor Liaison: Negotiate and establish corporate rates with travel and accommodation providers, manage office repairs, and liaise with contractors and suppliers.
• Financial Administration: Authorise invoices for payment and reconcile credit card statements monthly.
• Insurance and Property Management: Arrange annual insurance for buildings, health, travel, etc.
• Professional Image: Uphold a professional image and handle all matters with confidentiality.

Person Specification

• Experience: Previous experience as a PA supporting at a senior/CEO level, with office management responsibilities.
• Skills: Proficient in Microsoft Office (Word, Outlook, PowerPoint, Excel).
• Attributes: Proactive, flexible, and adaptable, with strong verbal and written communication skills. Skilled at multitasking in a fast-paced environment.
• Team Player: Collaborative and comfortable in a small team, willing to take on varied tasks.
• Discretion: Able to handle sensitive information with confidentiality and professionalism.

This role offers the chance to join a respected firm at an exciting time, with the opportunity to grow within a supportive and close-knit team.

Lily Shippen – Experts in PA and Office Management Recruitment Across London and Manchester

Lily Shippen’s business support team specialises in recruiting top-tier Personal Assistants, Executive Assistants, Private PAs, and Office Managers for permanent, temporary, and fixed-term roles. With offices in London and Manchester, we connect businesses with exceptional talent across the UK and internationally, helping our clients build successful teams.