Personal Assistant for Philanthropic UHNW Family Office

Katie Bard
London

A very collaborative and friendly Family Office based in West London is looking for a numerate Personal Assistant for their exceptionally appreciative and personable Chief of Staff, and to support the Trustees of their significant charitable foundation.

• Provide holiday cover for the Personal Assistant to the Principals

• Assist with preparations for events which may be taking place at the family’s properties or elsewhere

• Support the Chief of Staff with inputting payment details and maintaining appropriate records of payments made on QuickBooks

• Assist the Chief of Staff with spot-checking staff expenses and credit card receipts

• Other ad hoc errands and support to the Chief of Staff and Principals, as required

• Run errands for the Principals, which might include (but not limited to) shopping, gift buying, deliveries and collections

The Foundation

• Responsible for Trustees' travel arrangements for Board meetings and other meetings

• Coordinate logistics for the Trustee trips (which take place once or twice a year), including accommodation and travel arrangements

• Organise away days, trips and celebrations for the staff team (e.g. annual away day, Christmas party)

• Support the Grants Manager with printing and distributing meeting materials; and

• Monitor the info@ mailbox and direct queries to the required recipient.

Office building

• Act as Front of House at the office – answer the door, welcome guests and take deliveries

• Manage and maintain the calendar for the large meeting room, which is shared between entities

• Responsible for fruit and milk deliveries

• Prepare tea, coffee, chilled water and refreshments for meetings taking place at the office in the office.

The right candidate will have at least 4/5 years as a Team Assistant or PA and be numerate, able to input payments and maintain records of payments made on QuickBooks

Posted 2025-07-04

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