We require an Administrator to provide full administrative support to the Family Office department, to support the Head of the Family Office and Relationship Manager, and provide general assistance with day to day tasks.

Key Accountabilities

Administration & Business Development of The Family Office, including:
• Screening of all telephone calls, dealing with requests where possible
• Drafting of correspondence
• First point of contact for the Partner and Relationship Manager when they are unavailable
• Liaison with clients and contacts, meeting and greeting
• Organisation of conferences and seminars as required
• Attending client entertainment evenings where appropriate
• Organising client entertainment and networking events – admin (from room organisation, guest lists, name badges, catering), liaising with internal and external parties in the organisation and any assistance, ensuring rooms/restaurants are booked
• Maintenance of client folders and general filing system
• Client project work as required
• Generating strategic ideas to develop and advance The Family Office offering
• Regular updates – client asset reviews, daily news, close partners news (e.g. banks, competitors, general London social scene)
• Solely responsible for office supplies
• Booking restaurants

Competencies / Skillset

• Getting things done
• Communication & Sharing Knowledge
• Customer Service
• Effectiveness & Adaptability
• Team Working

• Attention to detail
• Proactivity
• Able to work independently
• Excellent organisational and project management skills
• Well-presented and articulate
• Confidence to meet with new clients, prospects and introducers to promote the services of The Family Office
• Ability to maintain confidentiality at all times
• Ability to follow processes
• Note-taking

Qualifications / Experience Required

• Educated to degree level or equivalent
• Previous experience in a PA or supporting role essential
• Financial Services experience and knowledge is advantageous and willingness to develop professionally within the role
• Proficient in MS applications including Outlook, Word, Excel and PowerPoint
• Business development & business acquisition skills are preferable

Contractual Hours

9.00am – 5.30pm, Monday – Friday

Whilst you are expected work during these core hours where possible, it is left to your discretion to organise your hours as necessary to complete your job to a satisfactory level.

Get In Touch

Please send a CV and covering letter to recruitment@killik.com with the subject title of the role you are applying for.

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