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The role involves managing incoming business leads, tracking deal stages in CRM systems, and providing high-level administrative support to the executive team. Responsibilities also include handling diary management, travel logistics, and coordinating digital contracts for a private family office.
This is a remote position.
Supporting executive-level operations across international commercial markets, this part-time remote position anchors strategic business and executive support functions. Working approximately 40 hours per month aligned to UK business hours, the role provides operational continuity across time zones, managing client enquiries and administrative requirements.
The outcome expected is the structured conversion of incoming business leads alongside execution of administrative tasks. Operating as a direct extension of leadership, you will handle high-volume digital communications, coordinate onboarding documentation, and manage personal lifestyle logistics for a private family office. You will be a self-directed professional who maintains strict confidentiality and handles shifting priorities.
Manage daily incoming leads, engaging potential clients via email and phone to clarify financial processing services and distribute onboarding documentation.
Capture, update, and track all prospective client interactions and deal stages accurately within customer relationship management systems.
Deliver high-level administrative support to the executive team, handling diary management, travel logistics, flight bookings, and holiday arrangements for a family office.
Coordinate the distribution, tracking, and execution of formal agreements and digital contracts with international partners.
Filter incoming inquiries, manage communication channels, capture meeting action items, and follow up proactively on outstanding deliverables.
Handle messaging correspondence across business platforms to maintain responsive stakeholder interactions.
Proven experience combining executive assistance with business development support or lead coordination in a professional setting.
Flawless written and spoken English communication skills suitable for high-level international stakeholder interaction.
Capability to maintain consistent operational availability during UK business hours.
Self-directed approach with a demonstrated ability to take initiative, prioritise urgent tasks, and manage executive priorities independently.
Multilingual capabilities in additional European languages would be an advantage but not essential.
Prior experience supporting family office operations, financial services, or multi-jurisdictional corporate networks would be an advantage.
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