Family Office Assistant Job Description

To attract the best talent for your Family Office Assistant role a good job description is crucial. This gives our family office candidates a clear understanding of your expectations and what the role and your family office can offer them. Part of our role as your chosen agency is to fully brief the family office candidate, where we will discuss the vacancy in great detail as well as giving them an overview of your company culture and ethos, the team, the reason why the role has come about and future development opportunities. The job description can help set the tone being the first official document from your office that the candidate will receive and therefore needs careful thought. We spend a great deal of time focussing on the right fit for you, so a well written job description that will make A1 family office candidates excited about joining you is extremely important.

We can assist you with writing your Family Office Assistant job description as well as for any other PA or office support roles. We would always recommend that you start with giving a company overview, highlighting your culture and any exciting plans that you may have over the next few years. Adding links to relevant parts of your company website are also useful in allowing the candidate to quickly get a better understanding of your family office.

If you would like to access to our pool of talented Family Office Assistants, please get in touch. In the meantime, please see below a Family Office Assistant template for your use.

Responsibilities of a Family Office Assistant

This exciting opportunity within a Family Office based in Mayfair will support 3 UHNW family members. All based in London and travel extensively. 15 staff based in the office, this fast paced and dynamic environment would suit someone at the top of their PA career. We are therefore looking for an EA who has some solid experience of working for a high-net-worth family previously and understands the demands and needs for discretion at this level.

This role is split 50/50 between business support and providing private support to the Principals and their families. Some travel will be required (2 - 4 times a year), and you will need to be happy to provide a 24/7 service at peak times.

A list of bullet points discussing some key responsibilities of a Family Office Assistant. For example:

  • To support the family office operations by providing administrative support to the three family principals as well as to the wider family when necessary.
  • To act as a gatekeeper to the 3 Principles.
  • Preparation of agendas, documentation and minutes/records of meetings as required.
  • Assist with maternity, paternity and adoption administration processes
  • To carry out extensive diary management and coordination of meetings and calls, often over several time zones, and ever-changing diaries.
  • To organise business and private travel, including arranging visas, travel, accommodation and restaurants, entertainment as required. This will include private jet and yacht management.
  • To oversee the maintenance and refurbishment of all properties across multiple locations.
  • To liaise with the Charities Aid Foundation re charitable trusts.
  • To liaise with Accountants, Finance and Legal representatives on the principals’ behalf.
  • To carry out research for the principals and manage ad-hoc projects as and when required by the family
  • To observe a code of strictest confidentiality at all times.

Requirements of a Family Office Assistant

  • Degree Standard or equivalent.
  • 3-5 years’ experience within a similar role.
  • Demonstrates a high level of autonomy, initiative and independence.
  • Excellent organisational skills that reflect the ability to perform and prioritise multiple tasks seamlessly with strong attention to detail.
  • Experience with HR systems
  • Has a high degree of diplomacy and discretion with the ability to build relationships at all levels.
  • Strong commercial judgement.
  • High level of flexibility and resourcefulness.
  • Proficiency in Windows, including MS Word, PowerPoint and Excel.
  • Excellent writing and proofreading skills.
  • Has the flexibility to work additional/out of hours as necessary to meet the principals’ needs as and when necessary.

Benefits for a Family Office Assistant

Some of the benefits a Family Office Assistant could have working with your company. For example:

  • Competitive salary and bonus
  • Holiday allowance
  • Private Health Care
  • Life Assurance
  • Mobile phone and Laptop
  • Cycle to work scheme
  • Discounted gym membership

It is always a good idea to add a paragraph at the end about the softer benefits, such as social events, flexible working hours, fully stocked fridge, and if there are any future opportunities for personal development.


If you are Looking To Hire a Family Office Assistant, we would love to help and can get to work as quickly as you need us to. Our experienced consultants will arrange a time to meet and discuss your vacancy in depth, allowing us to match you with the most suitable candidates on the market. Please click here to explore the options to hire a Family Office Assistant and for more information on the Oriel Partners’ service.

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We would love to hear from you and see how we can help. Please either fill out our contact form or get in touch directly using the details below. Please be assured that all enquiries will be handled in the strictest of confidence.

For candidates, please send a copy of your CV to
0207 101 9229

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