EA To CEO - Boutique investment firm

On behalf of our client, a boutique investment firm in Mayfair, we are looking to recruit an extremely switched on, high functioning EA to support the CEO. The role combines business and private support, offering very good business exposure and the opportunity to be genuinely involved in the business, with good autonomy once a high level of trust is built.

Key duties for the EA

• Proactively managing the CEO’s diary, prioritising competing demands, anticipating conflicts and ensuring he is fully prepared for each commitment, with briefing notes and papers circulated in advance.
• Organising internal and external meetings, including investor, partner and adviser meetings; booking rooms, co-ordinating attendees across time zones, preparing agendas and taking or circulating notes and follow-up actions where required.
• Planning and booking business travel end to end, including flights, rail, hotels and ground transport, and preparing detailed itineraries. Managing changes at short notice and keeping travel documents and loyalty accounts up to date.
• Preparing and processing monthly payroll, liaising with the payroll provider and accountants, maintaining accurate records and ensuring deadlines are met.
• Overseeing the residential property assets, tracking tenancies, rent, compliance certificates, maintenance and service charges, and acting as the main point of contact with the managing agent.
• Light office management of a serviced office, including supplies, IT and facilities liaison with the building, post and courier handling, and keeping records and filing systems in good order.
• Supporting the investment partners where needed, and taking on ad hoc projects and research as the role develops and trust is established.
• Booking and co-ordinating personal appointments for the family and planning family holidays, including travel, accommodation, activities and detailed itineraries.
• Managing the cleaner and nannies, including schedules, holiday cover, payments and day-to-day communication, so that the household runs smoothly.
• Ensuring the family car is serviced, taxed, insured and maintained, and tracking key renewal dates.
• Overseeing personal projects, for example managing an extensive wine portfolio, including cataloguing, storage, purchases and valuations.
• Organising events such as the Summer and Christmas parties, from venue and supplier selection through to guest lists, budgets and on-the-day co-ordination.
• General administration for the CEO and his wife, including household bills, subscriptions, renewals and correspondence, handled with complete discretion.

The Ideal EA

• Previous experience supporting a Principal in a business and personal capacity
• Strong understanding of luxury service standards and discretion.
• Excellent organisational skills with exceptional attention to detail.
• Confident managing multiple priorities simultaneously.
• Strong written and verbal communication skills.
• Numerate and confident with Excel
• Comfortable using AI tools to improve productivity, streamline administrative tasks and continuously find smarter ways of working.
• Highly discreet, trustworthy, and professional.
• Calm under pressure with a solution-oriented mindset
• Emotionally intelligent with excellent interpersonal skills.
• Flexible and willing to go above and beyond when required.
• Naturally organised with a high level of initiative.
• Warm, polished, and service-focused in approach.

Benefits for the EA

• 25 Days holiday + bank holiday
• Pension
• Fridays WFH

If this EA role sounds of interest, please apply today!

We appreciate every application but are unable to respond individually to everyone due to the high volumes we receive.