Finance Assistant/ PA

Role: Finance Assistant/ PA

Days/Hours: Monday to Friday (with some flexibility outside normal working  hours) 30- 40 per week

Location: Notting Hill, W11, hybrid 

Salary: £40,000-£60,000 Gross per annum (depending on experience & hours) 

Contract: Permanent 

Start date: ASAP 

A family office based in West London is seeking a finance assistant to carry out administrative tasks for their investment portfolio working from their home office with flexibility to work part-time from home. You work collaboratively with the family's personal PA, Business Staff and household staff so being a friendly team player is essential. This position is to provide full administrative support around their investments /  finance’s along with being back up support to their personal PA when required, or they are on holiday.

Details / requirements:

• Bookkeeping qualification / experience, duties would include:
• Compiling investment reports
• Project managing legacies, trusts and investments for family office
• Administration and set up of charitable foundation
• Secure document management and filing
• Diary management
• Travel arrangements
• Property management tasks
• Flexible to take on additional tasks when needed to support the family PA

Skills & Qualities Required:

• Team player working alongside accountants, investment bankers, fund managers, family principals and the family PA
• Good knowledge of Microsoft Office incl. Excel, Dropbox etc.
• Discreet and professional, the role involves the handling of sensitive financial information and HNW privacy related tasks
• Fluent English for verbal and written communication 
• Semi-remote position (needs to go into W.London office every so often for filing or meetings)
• Part or full time considered (30-40 hours per week)
• Be eligible to work in the UK 
• Be fluent in the English Language 
• Have a valid DBS check or be willing to get one 

Please note, that due to the extremely high volume of applications, we are unable to  reply to all submissions